Turning Health Care Concerns into Planning Opportunities
While health care tops the list of retirement income concerns for investors, advisers who increase their expertise and can help clients navigate complex health care issues could have a competitive advantage. In this podcast, Steve Calandra, vice president in the Nationwide Retirement Institute, provides advisers with strategies for deepening their knowledge of health care planning – and building this into an adviser's core value proposition.
Your Clients Biggest Fear? Health Care in Retirement
Health care and medical costs register as the top retirement challenge for both investors and advisers. This podcast walks through key findings from the “Planning Gap” study and offers advisers insights into why many clients are under-estimating how much income they will need to get to – and ultimately through – a retirement that could last 30 years.
How Advisers can Increase Retirement Confidence
A wide range of factors can contribute to your clients' retirement confidence. In this podcast, Steve Calandra, Vice President in the Nationwide Retirement Institute®, addresses some of the largest retirement concerns and challenges facing investors. In addition, Mr. Calandra offers strategies and tips for advisers to address these challenges directly with clients – and ultimately improve clients' outlooks for retirement.
Identifying and Defining the Planning Gap
This podcast focuses on the differences in investor and adviser retirement expectations – and specifically quantifies the “gaps” in retirement income planning that advisers will need to focus on closing with their clients and potential clients. Matt Sirinides, InvestmentNews' Senior Research Analyst, presents the findings in detail in this podcast, which was excerpted from the hour-long webcast, “How investors think vs. advisers plan for retirement income.”
Related Planning Gap Resources:
To access the full “Planning Gap” webcast, click here.
To download the full “Planning Gap” study, click here.
To view the “Planning Gap” microsite, which includes access to additional retirement income planning tools and resources, click here.
This content is made possible by Nationwide®; it is not written by and does not necessarily reflect the views of InvestmentNews' editorial staff.