Clients approaching retirement will face many decisions: where to live, how to stay engaged, how to stay fit, access to health care, and future sources of income. Longer lifespans may lead to more time in retirement, which begs the question: Will your clients be able to afford it?
To get to the crux of the issue, we’ve prepared Language of the Customer: A Field Guide to Effective Client Communication. This whitepaper covers the new retirement journey, common obstacles your clients may face, the impact of future healthcare costs, financial strategies for longevity, and more. Download the full report below.
Neither Transamerica nor its agents or representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professionals regarding their particular situation and the concepts presented herein.
Transamerica Resources, Inc. is an Aegon company and is affiliated with various companies which include, but are not limited to, insurance companies and broker-dealers. Transamerica Resources, Inc. does not offer insurance products or securities. The information provided is for educational purposes only and should not be construed as insurance, securities, ERISA, tax, investment, legal, medical or financial advice or guidance. Please consult your personal independent professionals for answers to your specific questions.
