FIG Marketing
  • FIG News
    • Events
    • Press
    • Community Relations
  • Product R + D
  • Marketing + Branding
  • Business Development
  • Industry Insights

FIG Marketing

  • FIG News
    • Events
    • Press
    • Community Relations
  • Product R + D
  • Marketing + Branding
  • Business Development
  • Industry Insights
Business Development

4 Ways to Evaluate Retirement Preparedness [Infographic]

written by Mark Stewart July 11, 2019
4 Ways to Evaluate Retirement Preparedness [Infographic]

Your clients (and almost all Americans) strive for a safe and comfortable retirement. Unfortunately, not everyone reaches that goal. It can be hard for clients to know how much savings is enough for a comfortable retirement, and it’s one of the top challenges they face.

But retirement planning shouldn’t be a guessing game.

While relying on any single metric or calculation to evaluate one’s retirement preparedness is never ideal, these four “rule of thumb” metrics below can help you and your clients quickly estimate their ability to retire in comfort.

Check out the infographic for more details.

4 ways to evaluate retirement preparedness infographic

Related: Income Planning vs. Selling an Income-Producing Product


Financial Independence Group logo
4 Ways to Evaluate Retirement Preparedness [Infographic] was last modified: July 11th, 2019 by Mark Stewart
Client RelationsinfographicRetirement
0
LinkedIn Facebook Twitter

You may also like

23 Crucial Years & 10 Birthdays That Impact...

May 12, 2022

What’s Next? Tips for After the Conference

April 19, 2022

13 Questions Advisors Should Prepare to Answer [Infographic]

March 1, 2022

How to Attract High Net Worth Clients for...

February 8, 2022

The Twisting Impacts of Long-Term Market Drivers

January 13, 2022

Client Segmentation Guide for Wealth Management Firms

December 29, 2021

Do You Need a Business Coach or Business...

November 22, 2021

12 Long-Term Care Statistics That Can Spur Client...

November 4, 2021

The Rise of Insurtech: Arming Advisors with a...

October 11, 2021

How Connect Better With Your Audience By Refocusing...

September 30, 2021

FIG Marketing ElevateU Charlotte - June 2022

quinci powered by simon side ad

Keep in touch

Facebook Twitter Instagram Linkedin Youtube

BLUEPRINT SUBSCRIPTION

Enter your email address below to subscribe to this blog and receive notifications of new posts.


Thank you for subscribing!

Suggested just for you

  • What are the Charges Deducted from Indexed Universal Life Policies? [Infographic]
  • 23 Crucial Years & 10 Birthdays That Impact Retirement Income
  • The 4 R's of Managing a Successful Business
  • A Look at IUL Fees, Costs, & Illustration Manipulation
  • The Emergence of the Fixed Index-Linked Annuity (FILA)
  • PRESS RELEASE: Barnabas Capital Announces Head of Structured Products
  • Client Segmentation Guide for Wealth Management Firms
  • 4 Steps to Naming a Financial Services Company

retirement inside out side ad

financial independence group GIFT initiative donor-advised fund side ad

Tags

advisor marketing annuities Annuity Annuity Awareness Month branding business consulting Business Development business management business tips Care Planning Case study client communication Client Relations client relationships compliance Digital marketing DOL financial advisors Financial Independence Group fintech fixed index-linked annuity Fixed indexed Annuities infographic Investment and securities IUL life insurance Life Insurance Awareness Month Long term care Long Term Care Insurance LTC LTC Awareness Month marketing strategies marketing tips Press Release prospecting recruiting Retirement sales idea Sales tips social media surge Surge Business Consulting talent solutions Technology website
  • Facebook
  • Twitter
  • Instagram
  • Linkedin
  • Youtube

1-800-527-1155
Our Products Are Strong, But Our Strength Is In Our People.®

Privacy Policy | Terms of Use | Mobile App Privacy Statement

© 2022 Financial Independence Group, LLC. All Rights Reserved.


Back To Top
Subscribe to the FIG Blueprint

Enter your email address below to receive content as soon as it comes out.

Thank you for subscribing!