Helping clients plan for a successful, fulfilling retirement goes beyond managing their finances or supporting key decisions. Finding satisfaction in all areas of life is important to clients, and that starts by developing a retirement vision. We’re here to help you get started.
Go beyond finances to build stronger client connections
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
Even clients who are financially prepared for retirement may not be ready for the change in lifestyle. By encouraging advance planning, you can help them find meaning in their later years as you ensure their financial plan supports their choices. Ask them to consider:
Check back soon for more resources and support
We look forward to helping you develop a strategic, repeatable approach to initiating retirement vision conversations with your clients. We’re currently developing more resources and tools to support you. Check back soon for more information or contact your wholesaler.
Other related topics
Key decisions in retirement planning
Important risks to consider in retirement planning
Understanding the basics of retirement planning
We're here for you
We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.
¹ 2020 Retirement Confidence Survey. Employee Benefits Research Institute, April 23, 2020.
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