Despite meticulous planning and saving, many retirees stumble into unforeseen financial pitfalls in retirement. As a financial professional, you can help your clients identify and address unforeseen gaps in their retirement plans before they become costly surprises.
Nathan Herzog is Senior Account Manager at DFS Marketing, working closely with top producing agents to help protect their client’s retirements. He also holds an active life license, and does personal production himself when out of the office, so he can always put himself in the shoes of the agent.
Learn more about Nathan
Learn more about Nathan
Latest posts by Nathan Herzog (see all)
- 4 Retirement Gaps Your Clients May Be Overlooking - February 16, 2024
- Annuities Can Help Retirees Avoid These Major Risks - December 20, 2023
- Living Benefits Sales Up: Learn How They Enhance FIAs - August 29, 2023
