Focusing on Retirement Income for Your Clients

Presented by Richard Mangiameli

Advisors are very good at accumulating wealth for their client’s but now need to focus on what their client’s want for retirement income.  A recent survey completed by Deloitte Center for Financial Services found that more than 55% of respondents are not confident that their savings and income will support them through retirement.  Additionally, a third of those surveyed with a net worth of at least $1 million and close to retirement age, have not consulted a professional advisor for their retirement needs.

Read the attached article from “Financial Advisor” and start focusing on your clients’ retirement needs.

Click here for article.


Posted in Annuities and tagged , , , , , .