September 21, 2023

Navigating the Retirement Risk Zone Can Feel Like a Corn Maze

The risk zone may be unavoidable but can be survivable.

The fall season is around the corner, and making the right decisions on the first try in a corn maze can be impossible. Luckily, clients have you to help guide them through their retirement maze. When retirement approaches, customers may unknowingly enter the retirement risk zone, where even the best-designed plans may go awry.

When severe market downturns occur immediately before and following retirement, a person may have to delay retirement, reduce his or her standard of living, or even return to work. Many people are unaware of the situation or believe that they will not be affected by it. Therefore, reach out to prospects to be sure they know about the risk zone and options available to help keep their retirement stays on track.

People may not realize this until it is too late.

Don’t let that happen under your watch!

 

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Annuity - Income Gap Campaign