There are many areas to focus on when creating a retirement income planning experience for your clients. This guide will help you add depth to your client relationships, distinguish yourself as an expert and help you prepare your clients for the next phase of their lives.
As more and more people approach their golden years, you may see a shift in your practice—from a focus on accumulation and growth to one of income and distribution. It’s important that you’re prepared to not only ensure that your clients have enough to live comfortably, but to help them properly allocate the assets they have.
Download this guide to retirement income planning which can help you:
Determine how your clients will spend their post-working years
Assess their financial situation to see how realistic their goals are
Identify different options for retirement income, as well as possible shortfalls