Less than half of those in the planning stages of retirement say they’ve given any thought as to how they will spend their time once retired.¹ As a trusted resource, you are in a unique position to help your clients think through – and achieve – their personal goals and aspirations, as part of a holistic approach. This can help you:
- Protect their future
- Build meaningful relationships
- Build referral networks
- Grow your business
Common questions to fuel a retirement vision
Other related topics
¹ 2020 Retirement Confidence Survey. Employee Benefits Research Institute, April 23, 2020.