Meeting Retirees Expectations
The most interesting white paper on retirement income planning you'll ever read.
Your client may be financially prepared for retirement, but part of your value is to find out if they are psychologically prepared.
Meeting Retirees Expectations
Providing retirement income planning services involves so much more than the technology needed to build, track, and monitor a plan.
Download now to read about how Phil Lubinski, CFP® spent over 35 years bringing the highest quality of service to his retired clients while building a sustainable, valuable practice.
Learn how IncomeConductor can help you grow your practice.
Author:
Phil Lubinski, CFP®
| Co-Founder, |
| Retirement Income Specialist |
Baby Boomers represent the largest demographic moving into retirement in history. With unprecedented numbers of individuals entering retirement while collectively holding trillions of dollars of assets that need to be converted to income over the coming decades, the opportunity has never been bigger for the financial services industry. But this opportunity presents its own challenges as well.
In the following paper, Phil Lubinski, CFP® brings a whole new perspective to income planning based on 35 years of experience working with hundreds of retirees. Mr. Lubinski outlines the phases that retirees go through during retirement and the issues unique to each phase that advisors must address. The reader will gain an in-depth understanding of the challenges retirees face and the level of commitment that retirees expect and deserve.
Learn about Phil’s approach to each phase of retirement:
- Income Plan Creation
- Early Spending
- Slowing Down
- Tough Decisions
- Long-Term Care
- Living Alone