The Psychological Impact of Retirement

Learn the emotional effects retirement is having on your senior clients

A recent survey shows many working individuals feel financially uncertain about their retirements:

  • 33% are not confident in their ability to live comfortably in retirement1
  • 37% are not confident they will have enough money to take care of medical expenses during retirement1
  • 48% have actually tried to calculate how much money they will need to have saved to live comfortably1

The Psychological Impact of Retirement addresses financial confidence and risks to retirement income and also explores emotional and lifestyle transitions as well as behavioral factors that can negatively affect happiness.

For advisors, this white paper is a valuable tool to not only better understand what clients are feeling as they approach retirement, but to recognize their roles in easing clients’ common fears. Be a proactive force for clients as you offer timely financial advice.

Get your copy in digital and printable form.

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SOURCE |  1Employee Benefit Research Institute, 2020 Retirement Confidence Survey, April 23, 2020
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.
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FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE BY THE GENERAL PUBLIC.

Annuities are long-term insurance products designed for retirement purposes. Clients should consider a variable annuity's investment objectives, risking, 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. 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, 2015-VA-C, 2018-VA-F, 2008-SPIA-I, 2008-SPIA-LO, 2008-SPIA-DB, ICC13-DIA, ICC13-DIA(B), 2013‑DIA, ICC14-SPDA, 2014-SPDA, 2014-SPDA(OR), 2002-SPDA and 2002-SPDANP(OR).

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