Helping Boomers Better Prepare for Retirement

Founded by MDRT, NAIFA and FSP, the Partnership for Retirement Education and Planning (PREP) is an unprecedented collaboration of non-profit associations representing more than 200,000 financial service professionals, created to help Baby Boomers better prepare for retirement.

PREP partners are increasing educational opportunities for their members, to help them better understand the unique needs of Boomers.

These partners believe individuals must create and protect their own financial well-being, supported by certain rights of financial dignity. They have endorsed a Financial Dignity Bill of Rights, which says consumers have:

• The right to participate in employer-sponsored plans, if offered.
• The right to receive government benefits, if eligible.
• The right to receive ethical and honest counsel from trained and capable financial professionals.
• The right to financial solutions involving appropriate plans, products and fair, ethical practices from providers of financial services.

Take Action!
Taking any action to better prepare for retirement is better than doing nothing. Get started today!

Select the appropriate category below to learn about steps you must take to navigate your Lifestyle, Life Income and Lifeboats.

• Working Boomer (10+ years to retirement)
• Near-Retirement Boomer (Less than 10 years to retirement)
• Retired Baby Boomer

Request a PREP Speaker

• Invite a PREP member to speak about retirement to your organization.

PREP Partners