It’s a well-known fact, it’s never too early to start planning for retirement. To ensure that it lives up to expectations and doesn’t come with too many worries, it’s important to plan ahead.
In this clear and concise video for clients, we present the basic financial concepts related to retirement:
- Knowing income sources
- Determining retirement age
- Calculating savings
You can share this video as a starting point for talking to your clients who don’t yet have a retirement plan in place, or who have recently experienced changes in their financial or personal situation.
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All our tools in one place
To help you provide your clients with consistent, personalized service, we’ve created a toolbox containing all our retirement-related resources:
- Retirement Journey Support Guide
- Retirement calculator
- “Am I ready to retire?” questionnaire
- And more!
