The key to a successful vacation is to start planning well in advance. The same is true for your retirement plans: Planning early is essential to ensuring your peace of mind. Stand out with a personalized approach!
While it may come as a surprise, 52% of Canadians do not have a retirement plan and 31% of baby boomers do not know the percentage of their current income they will need in retirement. That's why a retirement plan is so important. Here's how to support them:
- Clients preparing for retirement
Help them establish a complete and personalized financial plan. With your expertise, recommendations and a detailed plan, they will have greater peace of mind and feel more confident about their future.
- Clients already retired
Maintain regular communication with them, check in with them and keep them informed of economic developments. Reassess their needs and offer them customized solutions or investment opportunities.
You have a key role to play
Remember that clients between the ages of 50 and 70 are attractive to competitors and banking institutions, and are therefore much more likely to transfer their assets if they don’t feel well supported.
Clients are looking for trusted advisors who are available, responsive, empathetic, reassuring and transparent. By taking a personalized approach and giving them regular attention, you can reduce their concerns and help them make their retirement plans a reality. As for you, you will obviously reap the benefits of your actions if your clients keep their investments with iA Financial Group.
To learn more about the “Presence pays off!” initiative, consult the following articles:
- Longevity: Helping your clients avoid outliving their retirement savings
- The winning strategy for 2023!
- Your clients aged 50-70: Golden age or gold mine?
- Happy birthday to…
1 Mackenzie's Retirement Reality Check 2021 report
