Today’s economic realities can be discouraging: inflation, low interest rates, rising healthcare costs and the risk of outliving savings—all of which can affect retirement incomes. Is it enough to put off your clients from planning to get the most out of their retirement? Have they shared their retirement worries and dreams with you?
The advice you offer can help clients create an income strategy that brings their retirement vision to light.
Send them this video or watch it together to start a conversation about retirement income generating solutions. And visit the Lifestyle needs section on the Sun Life Financial advisor website for more resources.
Did you know?
Survey results reveal concerns about paying for retirement lifestyles, and reluctance to discuss plans with a spouse:
- Forty per cent of survey respondents are not at all confident their retirement income will be enough to enjoy the lifestyle they want; 45% are only somewhat confident.*
- Only 36% have discussed retirement planning with a spouse or partner.*
Help your clients plan for the retirement lifestyle they really want—and can enjoy—with Money for Life™, Sun Life Financial’s customized approach to financial and retirement planning.
*Respondents aged 57-66 answering survey questions in 2013 Sun Life Canadian Unretirement™ Index