Retirement Transitions
Help clients transition to retirement with peace of mind
Retirement is an exciting milestone for many people. However, it requires much more thoughtful planning than most people realize- both before and during retirement years.
Retirement Transitions
Help clients transition to retirement with peace of mind.
Retirement is an exciting milestone for many people. However, it requires much more thoughtful planning than most people realize- both before and during retirement years.
Guide the Conversation
You may cover many of the financial health aspects with your clients. But do you also discuss plans for the well-being components of retirement? Retirees need to understand that they will require much more than just money in retirement. They also need purpose.
When a person retires, no one hands them a guide on how to be a retiree. They may need advice from friends, family, and from you. Your friends at Guaranty Income Life have created this site with tools to help guide you with many important conversations with your clients, from financial planning to finding purpose in retirement.
Help Clients Through Retirement Transitions
Transitioning from work to retirement
The transition from work to retirement can be an exciting and scary time for clients. It is important to remember that your clients have been working toward this moment throughout their entire careers. With nearly 11,200 baby boomers turning 65 every day and only half of Americans knowing how much they need to save for retirement, proper retirement planning is more important than ever.
How could this help your clients?
It is never too early to start helping your clients prepare for retirement. Proactive planning will help create an environment where clients come to you for answers and solutions about more than just how far their retirement dollars will stretch.
Some topics you can help clients with include:
By touching on these topics, you may elevate the client experience and build a better client/advisor relationship.
Starting the conversation
Retirement planning should begin well before the decision to retire has been made. By asking how your client plans to transition from work to retirement you can gain insight into what their expectations are as well as what they may be missing in their plan. Since there is no one-size-fits-all strategy to prepare for retirement, talking to your clients about how they want to spend their retirement is a great place to start.
How we could help?
At Guaranty Income Life, we are committed to helping you supplement your approach to retirement planning by providing unique content and ideas to serve both you and your clients.
Are you ready incorporate additional value in retirement planning?
Reach out to our sales desk at 800-535-8110 for more information and ideas on how you can amplify your practice and better prepare clients to transition from work to retirement.
Resources
Will your money last a lifetime?
Help your clients calculate their future finances with this downloadable marketing piece.
