Skip to Content
Financial professional discussing retirement income risks with clients.
Financial professional discussing retirement income risks with clients.

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.
Learn more

Potential retirement income pitfalls

Market volatility
Market drops at or near retirement can impact, or delay customers’ retirement plans, and rebounding can take precious time.
Health care costs
Rising health care costs and the potential increasing need for medical care over time can put retirees’ income at risk.
Longevity
Retirees are living longer, putting them at risk of running out of money during retirement or having to make lifestyle adjustments.
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.
Download infographic
Illustration representing two retirees who understand the impact income risks can have on their retirement.
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.
Financial professional reviewing a white paper detailing a 3-step approach to income planning.

Get the white paper now


*Required fields



The information collected in this form by Protective will be used to offer you services that meet your needs and for other business purposes. Please visit our Privacy Policy for more information about our information practices, including information about your privacy choices.

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.
Learn more
A financial professional discussing potential risks of accumulating retirement savings with her clients.

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.
Cover of Protective® Income Capabilities brochure
Protective%%®%% Income Capabilities brochure
Download
A flyer that explains how you can prepare for health care costs in retirement.
Using Protective%%®%% Income Builder indexed annuity to prepare for health care costs in retirement
Download
Predictable income that's guaranteed to last flyer.
See how Protective%%®%% Income Builder indexed annuity works flyer
Download
Guaranteed growth and lifetime income you can’t outlive cover
Protective%%®%% Income Builder indexed annuity All About the Numbers flyer
Download

Other related topics

Financial advisor going over details of Protective Aspirations variable annuity solutions with clients
Maximize income, growth and flexibility with Protective%%®%% Aspirations variable annuity
Learn more
A man and woman enjoying a boat ride feel confident in retirement
Protective%%®%% Income Builder Indexed Annuity for income and growth
Learn more
A financial professional discussing potential risks of accumulating retirement savings with her customers.
Risks to consider when accumulating retirement savings
Learn more

We’re here for you

Everyone deserves peace of mind when it comes to safeguarding what’s most important. 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.
Contact us

Welcome to Protective

Before entering the site, please confirm that you are currently licensed to sell life insurance and/or annuities.

1

WEB.3403314.06.22