Imagine one of your clients, a couple in their late 50s. They’ve worked hard, saved diligently, and now have a nest egg they’re proud of. But they hesitate when you ask them how they plan to turn those retirement savings into income for the next 30 years. This scenario is more common than you might guess.
Key takeaways
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- Most Americans worry about running out of money in retirement but don’t have an income strategy.
- Research shows that debt and lack of financial literacy are significant barriers to retirement readiness.
- We can make a huge difference by simplifying strategies and focusing on long-term sustainability.
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.
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