October 10, 2024
Finding a Path Through the Retirement Risk Maze
Knowledge is their best ally when it comes to avoiding an income gap.
Just like those intricate paths of a corn maze, navigating the retirement risk zone can be a challenge. That’s where you come in! Your clients rely on your expertise to help them steer clear of potential pitfalls. As retirement draws closer, some may unwittingly enter a zone of risk, where even well-constructed plans can go awry.
Understanding the Retirement Risk Zone to Avoid an Income Gap
The “retirement risk zone” refers to the 10 years leading up to retirement and the first few years afterwards. Market downturns occurring just before or after retirement can lead to unexpected challenges, like having to postpone retirement, adjust their lifestyle, or even re-enter the workforce.
A significant reliance on Social Security and pensions for retirement income often leaves individuals with a financial shortfall compared to their pre-retirement earnings. This income gap can come as a shock, potentially delaying retirement or forcing individuals to return to work.
Get Started Today
Using this marketing campaign below, educate prospects at various stages of their retirement planning about their risk zone and possible income gaps. Guide them toward strategies that will help secure a more comfortable retirement while building clients for life.
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