{Customizable PDF} Start a conversation about retirement readiness.
Your clients may retire sooner than they think.
Are they prepared?
Today’s pandemic has pushed many Boomers out of the job market. According to Pew Research, nearly 3.2 million Boomers retired this year. While new employment opportunities may arise, it’s always more difficult for older workers to find jobs after they’ve been laid off.1
Before your Boomer clients are pushed out of the workforce, have a discussion with them about making the transition from retirement saving to retirement spending.
Start a conversation to preheat a sale
Customize this flyer and send it to your clients.
Then schedule time to discuss solutions that can meet their retirement needs.
