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Recorded by: Jack Martin | InsurMark
So, your client has just retired. They’ve waited a long time for this, and they’re ready to enjoy it. But, in the back of their mind, they might have a lingering worry about potentially running out of money.
How can you as their advisor help them overcome this fear and live out their retirement with confidence?
In this episode, Jack Martin sits down with Michelle Richter, the founder of Fiduciary Insurance Services, LLC. Together, they discuss the state of the financial industry, how the government is making retirement security a focus, and opportunities for advisors in the defined contribution space.
Michelle discusses:
- How recent legislation is positively impacting secure retirements
- Opportunities for advisors who have never worked in the defined contribution arena
- Ways advisors can help alleviate the feeling of insecurity around spending retirement money
- Why advisors should look at annuities from a different perspective.
- And more!
Related: The Annuity Comeback