For Financial Professional Use Only
Help clients transition to retirement with peace of mind
Help Your Clients Navigate the
Economic Seas with Confidence
Economic Seas with Confidence
Planning with Purpose
Retirement is an exciting milestone for many people. However, it requires much more thoughtful planning than most people realize- both before and during retirement years.
You may cover many of the financial health aspects with your clients. But do you also discuss plans for the well-being components of retirement? Retirees need to understand that they will require much more than just money in retirement. They also need purpose.
When a person retires, no one hands them a guide on how to be a retiree. They may need advice from friends, family, and from you. Your friends at United Life have created this site with tools to help guide you with many important conversations with your clients, from financial planning to finding purpose in retirement.
You may cover many of the financial health aspects with your clients. But do you also discuss plans for the well-being components of retirement? Retirees need to understand that they will require much more than just money in retirement. They also need purpose.
When a person retires, no one hands them a guide on how to be a retiree. They may need advice from friends, family, and from you. Your friends at United Life have created this site with tools to help guide you with many important conversations with your clients, from financial planning to finding purpose in retirement.
Help Clients Through Retirement Transitions
Transitions to
Retirement
Retirement
Roughly, 10,000 baby boomers are
TURNING 65 everyday.
How are you helping them?
TURNING 65 everyday.
How are you helping them?
Social
Security
Security
American retirees can expect an average of, $1,666 in monthly Social Security benefits. How can you help them use it?
Estate
Planning
Planning
Only 13% of affluent clients choose to work with the same advisor their parents used. How are you helping them?
Purpose In
Retirement
Retirement
97% of retirees with a purpose were generally happy, compared with 76% without purpose. How are you help your clients?
Contact the Sales Desk
Reach out to our sales desk
for more information
for more information
844-203-6777
