Protect and grow your relationships
Help your clients add certainty during these three stages of income planning
With over 50 million Americans retiring this year,1 the income planning opportunity is big. When you think about how this opportunity could affect your relationships, consider your approach to helping clients in these three categories:
Clients focused on saving
Investors are holding $19.4 trillion on the sidelines2
Many clients approaching retirement want to protect their assets, but they need to stay invested to keep their retirement income goals on track. For them, consider strategies where they have access to market gains while reducing some of the downside risk.
Having the conversation - We can help you talk to them about finding the balance that's right for them.
Clients focused on spending
$1.7 trillion in retirement savings2 is eligible for rollover
Clients in or near retirement want more income certainty when replacing their paycheck after they stop working. They may want to consider diversifying their retirement portfolio by allocating a portion of their assets to generate protected lifetime income.
Having the conversation - We can help you talk to your clients about how to turn their savings into income.
Clients focused on giving
Over the next 20 years, $68 trillion will transfer to heirs and charity4
Many clients want to leave a legacy while getting protected income in retirement. These clients may want to consider a retirement plan that can help them do both.
Having the conversation - We can help you talk to your clients about protecting their income and their legacy.
Keep the conversation going
Helping clients at every stage of retirement income planning will help them feel more confident about their plan, help you grow your business and strengthen your relationships.
Help your clients feel more confident about retirement
Contact us at 877-533-0265 to get our exclusive advisor guide, “Protect and grow your practice.”