Key Retirement Decisions

Help clients navigate key retirement decisions

Working closely with clients as they navigate key retirement decisions — everything from how much to save to when to file for Social Security — can help ensure they’re well-positioned to achieve their goals.

Be their trusted resource

Future retirees need guidance on many decisions. Even basic questions often go unanswered. Currently, 85% of workers would like help determining how much to save for retirement, but fewer than 25% are actually receiving any assistance.¹ As you help clients answer that — and provide valuable insights on tax planning, Medicare and more — you’re positioned as a trusted resource.

Graphic depicting the 85% of workers who would like help with deciding how much to save for retirement.

Key decision support for you and your clients

Retirement planning can be uncharted territory for clients. We can support you through these conversations to help clients approach key decisions with confidence. Explore these pages for more information and helpful resources.

Social Security

Use our materials to educate clients on Social Security, help them optimize benefits and identify products to fill any gaps in their plans.

Medicare

Find resources to help clients deconstruct the complexities of Medicare and avoid costly, permanent mistakes.

Estate Planning

Help clients understand the importance of estate planning and the fundamentals of protecting their legacy and loved ones.

Navigating Life Changes

Ensure clients have considered and planned for potential lifestyle changes with our insightful materials, including our Working with Widows suite of resources.