There’s a good chance many of your clients are experiencing worry over retirement. Such a significant life transition is bound to come with feelings of apprehension, and it’s typically the financial side of things that gives clients the most pause.
Each new year brings with it the promise of changes for financial professionals, and 2015 is no different. The question is: How will you react to these changes and ensure you remain on the forefront of client services?
A recent report from LIMRA highlighted a number of changes on the horizon for insurance producers. The question for these professionals is how they plan to meet these challenges.
A recent study from LIMRA found that nearly 9 in 10 annuity owners are confident regarding their retirement lifestyles. Now, new regulations put in place by the the U.S. Department of the Treasury could open the door to more clients benefiting from the unique advantages offered by annuities.
From estate planning to long-term care, the financial strategy needs of Americans are varied, and age often plays a major role in what financial advice individuals require. The goal for insurance producers and other professionals working in the financial planning industry is to determine what advice clients need and when.
Ensuring all clients get the proper wealth planning products is no small effort. It takes a team of professionals who have their clients’ best interests in mind. One key player is the wholesaler.