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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 decisions you should be discussing with clients

Expertise and support in these key areas of retirement planning can help solidify a client relationship and open the door to referrals.
Optimizing Social Security
Medicare timing and plan type
Tax strategies and estate plans
Navigating life changes and transitions

Key decision support for you and your clients

Retirement planning can be uncharted territory for clients. We can support you through these discussions to help clients approach retirement decision-making with confidence. Explore these pages for more information and helpful resources.
Couple discussing Social Security with a financial professional.
Bridge the Social Security information gap
Use our materials to educate clients, help optimize benefits and identify products to fill any gaps.
Couple making retirement decisions about Medicare.
Medicare made simple
Use our resources to help clients deconstruct the complexities of Medicare and avoid costly, permanent mistakes.
Couple working on their estate plan as part of the retirement planning process.
Basics of estate planning
Help clients realize the importance of estate planning in a comprehensive retirement strategy.
Woman feeling confident she has made key retirement decisions.
Navigating life’s changes
Ensure your clients have considered and planned for potential lifestyle changes with these insightful materials including our Working with Widows suite of resources.

Other related topics

Professional discussing retirement income risks with client
Important income risks to consider in retirement planning
Couple enjoying their retirement.
Help clients identify and plan for their personal vision of retirement
 Couple enjoying the fruits of  their well-planned retirement
Protect retirement with strategies for growth, income and wealth transfer
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