It’s important that you’re prepared to not only ensure that your clients have enough to live comfortably, but to help them properly allocate the assets they have.
Our free guide to retirement income planning can help you:
- Determine how your clients will spend their post-working years
- Assess their financial situation to see how realistic their goals are
- Identify different options for retirement income, as well as possible shortfalls
- Implement the retirement income plan