Subscribe

Why your 50-year-old clients may need you the most

As they approach retirement, people are concerned about market volatility, yet aware that they still need to grow their nest eggs

Clients who are 10 to 15 years away from retirement need you. They're likely getting more concerned about market volatility and its impact on their savings, but at the same time they're more aware than ever that they need their nest egg to grow significantly before they can retire. Here are three wa

Subscribe or log in to read the rest of this content.

Related Topics: , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Understanding the behavioral benefits of annuities

Financial professionals tend to emphasize the strong quantitative benefits annuities provide, yet it’s the emotional and behavioral benefits that often make them the ideal choice for consumers.

Are you asking your partner firms these 5 questions?

Both clients and advisors are seeking assurance that solutions implemented today will remain effective and achievable in the future.

3 ways advisers can get the most out of hybrid work

Regardless of whether you connect with clients in person or virtually, the fundamentals of establishing relationships and building trust remain the same.

Helping investors ‘weatherize’ their retirement dollars

As inflationary pressures mount, retirement savers are looking for solutions that offer growth opportunities while limiting downside risk.

Decumulation in an evolving interest-rate environment

Current low interest rates add to the stress of establishing a retirement strategy because the 'cost' of generating retirement income from a portfolio of stocks and bonds is now higher.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print