Better serve clients as they navigate life changes in retirement
Your clients 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 your clients through these moments of change.
Offer support in key transition moments
You play an important role in helping your clients face the future with more confidence and security. It’s likely your clients will experience one or more of these events in retirement, and we can work together to help secure their financial goals as life changes.
Find support when working with widows
One of the biggest changes your clients can experience is the passing of a spouse. Serving your clients as they move into their next stage of life can strengthen your relationships and retention. Our Working with Widows resources can help guide you every step of the way.
Would you like more resources to assist you with working with widows and helping them achieve their financial goals? Just fill out the form below.
Other related topics
Important risks to consider in retirement planning
Key decisions in retirement planning
Help clients 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 your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.