Whose income are you responsible for?
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Income Planning with Greater Certainty provides insights on common topics affecting your clients’ desire for income certainty in retirement. Download now (PDF)
Today, 76 million baby boomers are entering retirement at a rate of 10,000 per day.1 As they transition from saving to spending, they face the challenges of longer lives, increased healthcare costs, and fewer pensions. But by adding a source of protected monthly income to clients’ diversified portfolios, you can help them feel more certain about their retirement income and their lifestyle in the next chapter.
The value of diversified income sources
As clients consider how to replace their paycheck in retirement, they look to you to help them manage uncertainty and make a plan to live comfortably. By diversifying clients’ income strategies to include an annuity with optional benefits, you can provide clients with a source of income that’s protected from market losses alongside opportunities for growth to help them keep up with a long retirement. This balance can help them feel more confident about facing some of the challenges that may come their way.
Strengthen your client relationships
Did you know that discussing protected income strategies can help enhance your client relationships? Two-thirds of investors say they are highly satisfied with the financial guidance they receive. Yet when retirement income strategies are part of the discussion, clients express an even higher level of satisfaction. Are your clients part of the 91% of satisfied consumers who talk to their advisor about a source of protected lifetime income?2
Help your clients get the income they want
Contact us at 877-533-0265 for more information about how our flexible solutions can help you provide your clients with protected lifetime income.