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

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.
Moving or downsizing home
Becoming grandparents
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.
A client and her dog looking at a photo of a loved one who has passed

Additional resources

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.
Clients' hands holding together

Enter your details below to request more information about working with widows to help them achieve their financial goals.

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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.