When your clients are in their last 10 to 15 working years, it’s important to help them prepare for retirement. It’s never too early – or too late – to start working with them, to ensure they’re saving enough and have the right amount of life and health insurance in place for their retirement.
Start the conversation by showing your clients the Money for Life – Getting ready for retirement video, which highlights how they can protect their savings, assets and lifestyles. (Run time 3 minutes, 11 seconds).
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