When it comes to talking retirement, your clients could very well be clamming up when their kids are around. That opportunity is the first big takeaway from the 2017 North American Baby Boomer and Generation X Retirement Study. Read the initial installment of a series of three white papers based on the research, which looked into the saving, spending and communication habits of what are known as the “Sandwich” generations. That covers everyone from Age 36 to Age 69 today, so we’re likely talking about people your age - and the ages of a lot of your clients. Watch for the rest of the series in the coming weeks.
Start Educating Female Clients about LTC Risks
The unpredictability of a health event requiring long-term care and its expenses could quickly derail a retirement income plan. Unfortunately, in comparison to men, women are more at risk of potentially needing long-term care or bearing the burden of providing care.Help the female clients in your practice understand the challenges they face by starting a long-term care conversation with them. Use these client and advisor-approved resources to make them aware of the need to plan.
Podcast: Explore Client Options for Paying Healthcare Expenses in Retirement
Listen to Brett Berg, JD, LL.M., CLU®, ChFC® in our podcast and download our quick reference guide to help understand your clients' choices now-before they retire. Listen and Download.
Buy-Sell Marketing eKit
The Buy-Sell Marketing eKit provides educational and marketing resources to help you understand how life insurance fits into the various business planning needs of your clients
Bridging Retirement Income Gap
Your clients are looking to you to help them achieve their retirement income goals. With this Retirement Income Analyzer, they have a step-by-step guide on identifying, evaluating, and learning how you can help them guarantee income for essential and lifestyle expenses.