Pensions are becoming less common, causing retirees to face new challenges in generating sustainable income.
Many withdraw at rates far higher than some research suggests, potentially risking long-term income needs.
Retirement Roadblocks offers powerful tools that educate clients on Withdrawal Rate Risk, such as:
- Withdrawal Rate Risk Calculator – uses both non-guaranteed and guaranteed* sources of income to state the withdrawal rate dependency to achieve the client’s retirement income goal.
- Withdrawal Rate Risk Animated Consumer Video.
- Withdrawal Rate Risk One-Pager.
- Withdrawal Rate Risk Digital Pitch Kit – including Facebook ad, email signature, web graphics, and email header graphic.
Take advantage of all Retirement Roadblocks has to offer, plus access our exclusive whitepaper that breaks down 5 key insights to help your clients manage their retirement income wisely.
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*Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Financial Professionals should follow the applicable state regulations and current approval policies of the carriers they represent and broker-dealer and/or registered investment adviser, if applicable, on the use of any advertising or consumer-facing materials.
CSA250132-0226 For financial professional use only – not for use by the general public.
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