Benefits Think How to prepare employees to manage life after earned income ends
Advisers should use storytelling to make handling post-retirement finances relatable and to encourage active planning for the future.
Advisers should use storytelling to make handling post-retirement finances relatable and to encourage active planning for the future.
MDRT member Brian Ashe urges advisers to help retirees plan for paying bills once the regular paychecks stop coming.
Commentary: If you ask people how they would make decisions today while working, most would tell you they can only make an educated guess or seek advice from financial professionals. Imagine how disconcerting this is when they no longer work and earn paychecks.