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:
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.