Clients are often misinformed about the real financial risks of retirement. This provides an opportunity to gain new clients by informing prospects of the truth about their biggest risks
Help boomer clients ensure they have sufficient income to manage their debt in retirement
Economic factors and personal demands have caused many executives to re-evaluate their plans for retirement
But study shows married couples fare best after work
Canada Pension Plan should allow 35% of a worker’s income to be replaced in retirement, up from 25%
IEF launches retirement cash flow calculator
Show clients the benefit of making regular contributions to retirement savings
Retirees face eight years of hardship after savings run out
Nearly 6 million Canadians could see their living standards drop by more than 20% in retirement
Help clients build a portfolio that provides a blend of different types of income