Help Clients Develop a Retirement Vision

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'Will I Run Out of Money in Retirement?'

For clients and prospects in or nearing retirement, there is no question that's more important, and knowing how to answer it will give you the edge over the competition with this demographic.

Help Couples Clarify Key Retirement Issues

Couples may not realize that each spouse has a different vision for retirement. He may want to golf, while she wants to travel. Not to mention the added damage the latest market meltdown may have inflicted on their savings. Help couples prepare both financially and psychologically for their golden years with these tips on communicating, debt, long-term care, and Social Security.

4 Ways to Help Couples Communicate About Their Retirement

Helping couples discuss their ideal retirement is a great opportunity for advisors to earn the status of "trusted advisor." Getting clients to think beyond money helps them to focus on the future, how they want to live it, and what they will need to fund it.