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A retirement-aged client looking forward confidently
A retirement-aged client looking forward confidently

Better serve customers as they navigate life changes in retirement

Customers deserve a sense of security and freedom in retirement — but a big life change like becoming widowed, falling ill or downsizing their lifestyle can make them feel anything but secure. We're here to help you guide them through these moments of change.

Offer support in key transition moments

You play an important role in helping customers face the future with more confidence and security. It’s likely they will experience one or more of these events in retirement, and we can work together to help secure their goals as life changes.
Moving or downsizing home
Becoming grandparents
Find support when working with widows
One of the biggest changes customers can experience is the passing of a spouse. Serving them as they move into the next stage of life can strengthen your relationships and retention. Our Working with Widows resources can help guide you every step of the way.
A client and her dog looking at a photo of a loved one who has passed

Communicating with care and compassion

We can help make it easier for you to find the right words to console a grieving customer who is experiencing the death of a spouse. Our guide offers suggestions for navigating these sensitive scenarios and talking points to help widows feel more secure.
Clients' hands holding together

Enter your details below to download our customer communication guide.

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Help customers identify and plan for their personal vision of retirement

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.