Through your relationship with your clients, you have a good idea of what their retirement needs look like. This is your opportunity to calm their fears with a plan that takes their full financial picture into account. As part of a comprehensive financial plan, an annuity can help clients pursue financial freedom in retirement.
74% of retirees who had a formal retirement income plan said their retirement lifestyles live up to what they pictured, compared to 52% without a plan*
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Use the resources below to learn more about annuity planning in eMoney.
|Annuity Income in Needs Analysis|
|Retirement Plan Reporting: Deferred Annuity Analysis|
|Retirement Plan Reporting: Looking at Everything in Retirement|
|Retirement Plan Reporting: Guaranteed Inflows vs. Expenses|
|Client Case Scenario|