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Guaranteed Lifetime income no matter what the markets do.
Something to consider
Now is NOT the time to deviate from a strong financial plan, particularly one that includes sources of protected lifetime income to cover essential expenses.
These insights can help navigate people’s concerns and reassure them – so they don’t make mistakes that can jeopardize the life they PLAN TO LIVE.
CONSUMER RESEARCH INSIGHTS Most clients want to know how the current volatility changes their hopes and desires, NOT the history of the market or complicated product performance data.
When we know your goals, talk about them. If you don’t, our research shows that close to 71% of
people will be happy if they can live what we call a FULL LIFE in retirement. That means
that as they grow older, they are secure, independent, and free to live as they choose.
If anything, it is now more important than ever to remain smart and responsible. We can
Demonstrate that you have covered their M.U.G. The acronym represents essential
monthly expenses people often need to cover in retirement, like a mortgage or medical
The final point from our research is to reassure our clients that they can maintain their
lifestyle. They should still feel OPTIMISTIC and PROUD about the decisions they have
made and the future in front of them.
In review, what you need to communicate to our clients is:
* You’ve made smart and responsible decisions with your money.
* Together, we’ve built a plan.
* That plan is meant to help you reach your goals in retirement.
* The current volatility doesn’t change that.*
* If we stick to the plan, you can still live the full life you want as you grow older.
* We’ve provided security through protected income streams to cover your essential
expenses. This offers protection against market fluctuations.
* I remain optimistic and proud about our plan, the decisions you have made and the
Our clients know they are secure before they can be optimistic about the future.
