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.
Basics of estate planning
An estate plan isn’t just for wealthy clients. It can provide a seamless distribution of assets, reduce or avoid taxes and more — for every family. We have the information and insightful materials you need to help ensure the protection of your clients’ loved ones with an estate plan.
Other related topics
Important risks to consider in retirement planning
Help clients identify and plan for their personal vision of 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
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