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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.
Use our materials to educate clients on Social Security, help them optimize benefits and identify products to fill any gaps in their plans.
Find resources to help clients deconstruct the complexities of Medicare and avoid costly, permanent mistakes.
Help clients understand the importance of estate planning and the fundamentals of protecting their legacy and loved ones.
Ensure clients have considered and planned for potential lifestyle changes with our insightful materials, including our Working with Widows suite of resources.
Financial professional reviewing Michael Finke's behavioral economics of retirement planning whitepaper.
Help take emotions out of key retirement decisions

Short-term, emotional decisions can derail long-term retirement plans. You can help clients mitigate behavioral mistakes by understanding:

  • Psychological responses to perceived losses and gains.
  • Behavioral biases that can lead to common pitfalls.
  • How to reframe goals to avoid emotional investing.

To read a full report of these insights, download this whitepaper from expert Michael Finke.

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Help clients identify and plan for their personal vision of retirement
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Why guaranteed income supports your clients’ retirement confidence
We're here for you
Everyone deserves peace of mind when it comes to safeguarding what’s most important. 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