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nextAdvisor: Your toolkit for discussing lifetime income with plan sponsors

September 2023 Nuveen in 90 with Brendan McCarthy

Hear from Brendan McCarthy, Head of Nuveen Retirement Investing, on why lifetime income is the best outcome

Discuss lifetime income with your plan sponsor clients

Many American workers fall short of money in retirement. Helping plan sponsors pinpoint the right solution for their workforce can be challenging. Our latest edition of nextAdvisor  shares strategies from leading retirement advisors on how to approach this topic. Then take advantage of the tools and resources below to have an informed discussion with your clients.

Want to have a conversation with Nuveen? Contact your regional retirement specialist .


Gain valuable insights from leading retirement plan advisors

Jason Chepenik and Renee Scherzer with OneDigital®, George Fraser with Retirement Benefits Group and Chris O’Neill with Mesirow Fiduciary Services offer their personal insights and best practices when it comes to approaching the retirement income conversation with your institutional clients.

Retirement expert insights

Start the conversation

Below are some resources to guide you through the lifetime income discussion – one outreach at a time. We encourage you to conduct each outreach by sending the email, which includes a link to the article, then contacting your clients to schedule a meeting to walk them through the presentation.

Outreach 1: Share the history of retirement in the U.S. with the tools below.

Send email
Send this historical overview of lifetime income.
Share article
Share this timeline of the three eras of retirement in the U.S.
Give presentation
Walk through the past, present and future of retirement in the U.S.

Outreach 2: Use these tools below to speak with your plan sponsors about the importance of lifetime income.

Send email
Start a conversation with clients on lifetime income.
Share article
Teach plan sponsors what they need to know about lifetime income.
Give presentation
Educate your clients on how to select a lifetime income solution.

Outreach 3: Provide an overview of the various lifetime income options available with the following tools below.

Send email
Inform your clients about the types of lifetime income solutions available.
Share flyer
This flyer summarizes the various types of lifetime income solutions available.
Give presentation
Walk through the various types of lifetime income solutions with your clients.

Amplify your voice

As you connect and build your professional network on social media, share the following content to become a lifetime income influencer among your followers.

Please check with your firm social media policy prior to posting on any social network.
Social media resources
Download image
[Copy & paste] Let me walk you through the three eras of retirement in the U.S. to discover how we got here. Contact me today.
Download image
[Copy & paste] The conversation around the importance of including guaranteed lifetime income solutions in a retirement plan continues to grow. Learn what plan sponsors should consider when evaluating potential solutions. Let's talk.
Download image
[Copy & paste] Challenge: Your employees want lifetime income to ensure a secure and confident retirement. As a plan sponsor of your company’s retirement plan, your employees are looking to you to help. Solution: I have options that could best solve this challenge. Let’s talk.

Steps for how to share on your social media

Featured lifetime income insights

Risks and other important considerations

All investments carry a certain degree of risk, including the loss of principal. Investment objectives may not be met.

This material is provided for informational and educational purposes only.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.

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