Retirement income risks you can help customers avoid
There are risks that you can shed light on as part of a holistic retirement planning approach. With a better understanding of these risks and their potential impact, as well as strategies to help protect against them, you can help build a customer’s retirement confidence. We have resources to help you with each step along the way.
Potential retirement income pitfalls
Help customers understand the impact of income risks
Your customers may not realize how dramatic the impact can be if they experience a setback due to common income risks. Use this infographic to share how these risks could impact their retirement spending.
Use this 3-step income planning approach with customers
Employ three easy tactics to strengthen a customer's confidence in their retirement plans. Set spending priorities, estimate expenses, and evaluate how flexible their expenses can be. For more on this approach and support to enrich customer conversations, download this white paper by expert Michael Finke.
Boost your customer’s confidence in their income plan
Customers can feel more confident in their plans for retirement when a portion of retirement income is derived from guaranteed sources. Learn how guaranteed income can help you deliver the protection and security that's right for your customers’ retirement goals.
Helpful resources
Download these resources to share with customers how underestimating income risks can impact retirement income, and the protection guaranteed income solutions can offer.
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We’re here for you
We’re ready to help you deliver the protection and security customers deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.
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