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Building a retirement vision to support a more holistic client plan 

Helping clients plan for a successful, fulfilling retirement goes beyond managing their finances or supporting key decisions and goals. Finding satisfaction in all areas of life is important to clients, and that starts by developing a retirement vision. We’re here to help you get started.
Go beyond finances to build stronger client connections

Less than half of those in the planning stages of retirement say they’ve given any thought as to how they will spend their time once retired.¹ As a trusted resource, you are in a unique position to deeply serve your clients and help them think through – and achieve – their personal goals and aspirations, as part of a holistic approach. This can help you:

  • Protect their future
  • Build meaningful relationships
  • Build referral networks
  • Grow your business
A financial professional meeting with a woman about retirement planning

Common questions to fuel a retirement vision

Even clients who are financially prepared for retirement may not be ready for the change in lifestyle. By encouraging advance planning, you can help them find meaning in their later years as you ensure their financial plan supports their choices. Ask them to consider: 
What age do you plan to retire? What might impact that decision? Will you and your spouse retire at the same time?
Where do you plan to live? If you stay local, will you keep your current residence?
Which activities will fill your time? Will you plan to work part-time or volunteer?
Who do you expect to spend time with as a retiree? Will you have friends or family nearby?
Is there anything special you’d like to accomplish during retirement?

Check back soon for more resources and support

We look forward to helping you develop a strategic, repeatable approach to initiating retirement vision conversations with your clients. We’re currently developing more resources and tools to support you. Check back soon for more information or contact your wholesaler.

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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.

¹ 2020 Retirement Confidence Survey. Employee Benefits Research Institute, April 23, 2020.