By working closely with clients, you can provide them with the information and resources to create a solid plan and avoid the miscalculations that can significantly affect their retirement income and lifestyle. Your insights into the role that rising health care costs and other risks will play can strengthen your relationship as it helps secure their future.

If market driven investments are a primary source of retirement income, a poor sequence of returns just when the client starts taking income can be particularly damaging. Explore the market-related risks and guaranteed income solutions your client might consider.

The incremental increase in longevity has left some seniors unprepared for several additional years of retirement, at an average cost of nearly $50,000 per year. ¹ That creates an income gap that can be hard to fill. Introduce your clients to this potential dilemma with the help of our client video.