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"retirement income"

    Business Development

    10 Birthday Milestones That Impact Retirement Income

    by Sheryl Theisen May 31, 2022
    written by Sheryl Theisen

    Updated September 22, 2023, at 3:36 PM

    Age and money are taboo topics when it comes to retirement planning.

    Talking about money is quite often an emotional trigger. As a financial professional, you have to find that point in the retirement planning conversation that pokes at these concerns. But you need to do it in a way that doesn’t cause your client to shut down.

    And don’t ask someone’s age since we all know the aging process can’t be slowed or stopped. As a financial professional, you can help clients recognize that time is crucial to drilling down their financial planning details. You want them to feel secure with the inevitable.

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    May 31, 2022
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  • Product R + D

    Bridge the Retirement Income Gap

    by Chris Vance June 19, 2018
    by Chris Vance June 19, 2018

    Updated September 4, 2023, at 2:59 PM Today, fewer retirees are covered by traditional pension plans, which places a big burden on retirees to fund their retirement with income from personal savings …

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  • Product R + D

    Peak 65® Is Here: 3 Tips to Talk Protected Income with Today’s Retirees

    by FIG Marketing June 4, 2025
    by FIG Marketing June 4, 2025

    The Peak 65 movement is highlighting the importance of annuities and other protected income. Read on to see how you can help clients’ peace of mind.

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