Want to uncover what’s really on your clients’ minds?
Our Retirement Table Talk Consumer Fact Finder helps you guide small-group discussions that spark insight and drive action. This interactive tool covers:
- Taxes
- Social Security
- Inflation
- Market Volatility
It’s designed to reveal what clients value, question, and fear most—so you can offer real solutions that resonate.
Download Consumer Fact Finder Now
The Consumer Fact Finder is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal, tax, or Social Security advice. Encourage your clients to consult their attorney, tax advisor, or the Social Security Administration regarding their particular situation.
Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.
Financial professionals should ensure they follow the applicable state regulations and current approval policies on the use of any advertising, third-party sales tools, or marketing materials of the carriers they represent and their broker-dealer and/or registered investment adviser, if applicable.
CSA250590-0726 For financial professional use only – not for use with the general public.
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