FA Whitepapers


November 2018


Four Ideas To Finish The Year Strong

73% of pre-retirees say they want protected income for life in addition to Social Security. Are your clients looking for more financial and emotional certainty in retirement? Use our client-focused strategies to help identify the opportunities to add certainty to your clients' retirement income plans and add value to your client relationships. Your clients may be ready to lock in market gains, transfer wealth or explore ways to ensure their income portfolio accounts for longevity risk and inflation. So don’t miss these opportunities to help clients add greater certainty with protected monthly income for life.

Source: 2018 Guaranteed Lifetime Income Study, Greenwald and Associates.