You work with your life Insurance clients to help protect them and their loved ones in case of an untimely death... Are you helping to protect them from living too long and running out of money in retirement?
If your clients aren't talking with you about retirement income, who are they talking with? Another advisor? Or worse…no one.
Use this simple fact finder during your next policy review with your clients to determine if your clients are on track to meet their retirement income goal. Even those who don't anticipate a gap between their retirement income and expenses can benefit from this analysis.
By performing a gap analysis, any shortfalls or points of weakness in your clients’ financial situation can be identified. When shortfalls are uncovered, this process points them to specific changes they would need to make now to still reach their goal at retirement.
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