Sponsored By
6 Ways to Help Clients Prepare For Longevity6 Ways to Help Clients Prepare For Longevity
Help your clients meet the risks of a longer life in retirement.
June 6, 2019
1 Min Read
Already have an account?
Sponsored by Nationwide
With life expectancy at new highs, it's important for clients to understand how longevity may impact their retirement. Read this paper to see how these six strategies can help clients mitigate retirement risks that come with living longer:
Delaying Social Security
Planning for health care costs and long-term care
Taking advantage of HSAs
Being smart about the investment mix
Focusing on tax efficiency
Incorporating spouses into longevity planning
Latest news
Apr 1 - Apr 2, 2025
Apr 1 - Apr 2, 2025
Learn from top leaders tackling growth, pay, and personnel challenges daily.
Learn More