The Psychological Impact of Retirement

Learn what clients are grappling with, and what advisors can do to help

Since only 10% of people have formal financial plans1, anxiety abounds about retirement — but money isn’t the only reason.

The Psychological Impact of Retirement considers the many aspects of retirement that clients are juggling — worrying about competing priorities in finances and lifestyle and what fuels the uncertainty, including:

  • Feelings, perceptions and misperceptions about what retirement looks like
  • Dealing with the emotionally-charged financial realities of the retirement transition
  • Retirement risks and the negative impact of “decision paralysis”

For advisors, this white paper is a valuable tool to not only better understand what clients are confronting in retirement, but to recognize their roles in easing clients’ common fears through a proactive relationship and timely financially focused advice.

Simply complete the form to access your copy today!

1EMPLOYEE BENEFIT RESEARCH INSTITUTE: 2017 RETIREMENT CONFIDENCE SURVEY, EBRI.ORG.

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IMPORTANT DISCLOSURES: Annuities are long-term insurance products designed for retirement purposes. Clients should consider a variable annuity’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information. Encourage clients to read it carefully.
 
All guarantees are backed by the claims-paying ability of the issuer and do not extend to the performance of the underlying accounts which can fluctuate with changes in market conditions. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life Insurance Company. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution.
 
All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. 
MGA-2087134(CM).2-0518-0620
FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE BY THE GENERAL PUBLIC.

 

CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life Insurance Company. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Base Policy forms 2012-SPDMGIA; 2015-VA-B and 2015-VA-C; 2008-SPIA-I, 2008-SPIA-LO and 2008-SPIA-DB; ICC13-DIA, ICC13-DIA(B) and 2013-DIA. MGA-1727597.2-0118-0220.
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