The desire to give back remains strong among pre-retirees and retirees. According to a recent Fidelity Charitable survey, nearly 60% prioritize charitable contributions as a key financial goal, with 78% revealing it’s a “significant” or “important” part of their lives. This passion for philanthropy presents a unique opportunity for financial professionals to add value by helping clients align this charitable giving with their financial and retirement plans.
The Agent & Advisor Editorial Team is a highly skilled and dedicated group of professional writers and editors within the life, health insurance and financial services industry. Committed to delivering accurate, informative and engaging content, this team possesses a deep understanding of the intricacies and complexities of the industry.
Learn more about the Editorial Team.
Learn more about the Editorial Team.
Latest posts by A&A Editorial Team (see all)
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