Bridge the Critical Gap in Exit/Retirement Planning
Offer your clients a high-impact health & wellness program that protects their future—and enhances yours.
While you secure their financial and legal foundation, we ensure they’re healthy, purposeful, and prepared for what’s next. Propel Comprehensive Wellness integrates seamlessly into your client strategy, strengthening your relationship and giving you a unique competitive edge.
Financial Security Alone Isn’t Enough.
Thousands upon exit face declining health, fractured relationships, and a loss of identity—undermining even the best financial plans.
Propel Comprehensive Wellness fills the missing piece in future planning: sustained health, purpose, and proactive preparation across all life domains. Our proprietary, science-based system ensures your clients don’t just have a secure future—they’re healthy and fulfilled enough to enjoy it.
You provide financial fitness. We deliver the health and life alignment to match. Together, it’s a complete legacy solution.
Add for Your Client(s) a One-Year Membership to PCW.
Reach out to discuss group pricing.
How This Enhances Your Clients’ Lives — and Your Planning Strategy:
✅ Prepares Them for Retirement on All Fronts
Beyond finances—your clients gain the mindset, structure, and tools to enter retirement healthy, focused, and free of unnecessary stress.
✅ Empowers Proactive Health & Lifestyle Decisions
They gain a personalized roadmap to maintain physical and cognitive vitality, aligned with their financial goals and retirement vision.
✅ Reduces Risk from the Healthcare System
We demystify healthcare complexity—helping clients avoid costly mistakes, delays, and burnout by navigating it with confidence and clarity.
✅ Drives Motivation and Follow-Through
With bite-sized videos, practical tools, and fast wins, clients stay engaged and on track—translating your financial plans into a truly livable future.
What This Partnership Delivers For You:
✅Longer-Lasting Client Relationships
Healthier, more fulfilled clients stay active—and invested—far longer, extending assets under management and legal service windows.
✅Deeper Multi-Generational Trust
Our process invites adult children into the conversation early, forging loyalty that carries over when wealth transfers to the next generation.
✅Stronger Differentiation & Referrals
Offering a holistic health solution sets your practice apart, positions you as the go-to advisor for total retirement readiness, and sparks word-of-mouth growth.
✅Reduced Crisis Calls, Increased Planning Time
Clients who are physically, mentally, and emotionally prepared create fewer emergencies—freeing you to focus on strategic, high-value work.
This early involvement builds lasting trust—not just with your client, but with their family. That trust carries forward, making you the natural choice for the next generation’s financial journey.
Why Propel vs other wellness options?
Wellness That Builds Wealth. Loyalty That Lasts.
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