In a turbulent economic landscape, advisors are prioritizing risk management and increasingly worried about client longevity, according to exclusive research from Wealth Management IQ.
This Annuity Awareness Month, educate your clients on all their retirement savings options.
What is the biggest obstacle?
But pursuing these premiums is not a free lunch.
Statistically, continuing to work later in life is better for longevity as well as mental and financial health.
Proactive engagement reflects a commitment to comprehensive financial wellness, creating a meaningful and long-lasting impact on clients’ lives.
Nearly three-quarters of financial exploitation is done by family, friends or caregivers.