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Address your clients’ biggest source of stress

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“Will I have enough income in retirement?” It’s a valid concern, especially when coupled with market volatility, high inflation, and general economic uncertainty. 
 

As a financial professional, you can help your clients feel confident in their retirement strategy and prepared for the road ahead.

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This infographic provides three simple steps that clients can use to help ease anxiety about future income:

  • Learn to manage investment volatility risk. Discover how to reduce risk exposure while maintaining growth potential. 
  • Understand how inflation can impact spending. Consider how much a retiree who spends $50,000 a year now might need each year in five, 10, or 20 years, assuming varying rates of inflation.
  • Review future income sources. See how savings and investments, Social Security, annuities, and other financial sources, such as possible part-time work, can be combined to provide the income needed for a potentially long retirement. 

Insights on Athene Connect. Tips, tools and resources to grow your business by helping clients retire with confidence.