Are Your Clients Ready For Retirement?

August 26, 2020 by Julie Stewart

Baby boomers should have at least $1 million of investable assets to generate adequate income for the duration of their life expectancy, according to a report by the Insured Retirement Institute. Note, that figure doesn’t even include Social Security benefits.

Are Your Clients Ready For Retirement?

In order to effectively assist your clients in designing a retirement plan that allows for income they cannot outlive, we must first identify the income gap.

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Originally Posted at InsuranceNewsNet on August 25, 2020 by Julie Stewart.