Retirement income risks you can help clients avoid
There are risks that you can shed light on as part of a holistic retirement planning approach. With a better understanding of these risks and their potential impact, as well as strategies to help protect against them, you can help build your client's retirement confidence. We have resources to help you with each step along the way.
Potential retirement income pitfalls
Help clients understand the impact of income risks
Your clients may not realize how dramatic the impact can be if they experience a setback due to common income risks. Use this infographic to share how these risks could impact their retirement spending.
Use this 3-step income planning approach with clients
Employ three easy tactics to strengthen your client's confidence in their retirement plans. Set spending priorities, estimate expenses, and evaluate how flexible their expenses can be. For more on this approach and support to enrich your client conversations, download this white paper by expert Michael Finke.
Boost your client’s confidence in their income plan
Clients can feel more confident in their plans for retirement when a portion of retirement income is derived from guaranteed sources. Learn how guaranteed income can help you deliver the protection and security that's right for your clients’ retirement goals.
Download these resources to share with clients how underestimating income risks can impact retirement income, and the protection guaranteed income solutions can offer.
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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.