In a turbulent economic landscape, advisors are prioritizing risk management and increasingly worried about client longevity, according to exclusive research from Wealth Management IQ.
This Annuity Awareness Month, educate your clients on all their retirement savings options.
What is the biggest obstacle?
But pursuing these premiums is not a free lunch.
Statistically, continuing to work later in life is better for longevity as well as mental and financial health.
Proactive engagement reflects a commitment to comprehensive financial wellness, creating a meaningful and long-lasting impact on clients’ lives.
Nearly three-quarters of financial exploitation is done by family, friends or caregivers.
The proposal by the 176-member House Republican Study Committee would gradually increase the retirement age, ultimately hitting 69 years old for those turning 62 in 2033.
Nationwide's Kristi Rodriguez looks forward regarding retirement income, next-gen clients and how to recruit diverse talent to the financial services industry.
