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A retirement-aged client looking forward confidently
A retirement-aged client looking forward confidently
Better serve clients as they navigate life changes in retirement
Your clients deserve a sense of security and freedom in retirement — but a big life change like becoming widowed, falling ill or downsizing their lifestyle can make them feel anything but secure. We're here to help you guide your clients through these moments of change.

Offer support in key transition moments

You play an important role in helping your clients face the future with more confidence and security. It’s likely your clients will experience one or more of these events in retirement, and we can work together to help secure their goals as life changes.
Moving or downsizing home
Becoming grandparents
Find support when working with widows
One of the biggest changes your clients can experience is the passing of a spouse. Serving your clients as they move into their next stage of life can strengthen your relationships and retention. Our Working with Widows resources can help guide you every step of the way.
A client and her dog looking at a photo of a loved one who has passed
Communicating with care and compassion
We can help make it easier for you to find the right words to console a grieving client who is experiencing the death of a spouse. Our guide offers suggestions for navigating these sensitive scenarios and talking points to help widows feel more secure.
Clients' hands holding together

Enter your details below to download our client communication guide.

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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.