As your clients prepare for and live through retirement, they face an increasingly complex set of challenges, including a sustained low-interest rate environment, an uncertain future for Social Security, increased longevity and increasing costs for medical care, among other things.
This makes the challenge of preparing for and living through retirement great, but for prepared advisors the opportunity is greater: over 10,000 Americans turn 65 every day. And they need your help making the most of their Social Security benefits, navigating medicare decisions, protecting against the risk of chronic illness and making sure they won’t outlive their retirement assets.
Your clients and prospects are or will be looking to you for guidance. Which is why we’ve pulled together some of the best resources our industry offers. Below you’ll find educational resources, case studies and other marketing programs you can use to set yourself apart from your peers and connect with the many clients who need your help preparing for and living through retirement.
|Insights about Retirees and Retirement:|