Having enough money to last their lifetime is THE TOP retirement goal for 2/3 of investors. Developing an income plan to help them should be one of YOUR top goals. There are 5 risks to help clients consider when creating their income plan for retirement.
UMS has this helpful guide you can download that outlines the 5 risks of retirement your clients often face. It can help you make the case for adding a Fixed Index Annuity to their diverse portfolio. Share with clients and then contact our Annuity Team for additional client resources. Fill out the form and download now.