The Road to Retirement Income

A recent study by LIMRA Secure Retirement Institute found that financial advisors have completed formal retirement income plans for only 35 percent of their retired clients. That’s leaving a lot of retirees with no financial roadmap to supplementing their income. The study also found that pre-retirees and retirees who do have a formal retirement income plan tend to save more and have a better knowledge of how long their retirement savings will last them. Although these plans tend to be tedious to craft, it allows clients to enter retirement feeling prepared.

At Brokers Alliance, we have the tools and resources to help you craft retirement income plans for your clients. Did you know that you can request a custom case design from our Annuity experts? Whether it's a 1-page explanation or a 20-page retirement plan, we provide the extra level of support to ensure your success when presenting to your client. When designing your case, our team takes into account many challenges facing retirees today: federal deficits, changes in Social Security, inflation, Medicare cuts, and those pesky retirement fund fees.

Setup your clients for financial success in retirement! Give us a call today to request a custom case design at 480.296.0169.