Hear from Brendan McCarthy, Head of Nuveen Retirement Investing, on why lifetime income is the best outcome
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Toolkit
nextAdvisor: Discussing lifetime income with plan sponsors
Explore resources & insights
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. This toolkit is designed to help guide your clients through the reason why lifetime income is an important additional to a defined contribution plan. Take advantage of the peer insights, the step-by-step outreach to have an informed discussion with your clients and the social media resources to become a lifetime income influencer.
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
nextAdvisor
Read how three leading retirement plan advisors approach lifetime income discussions with their clients.
Chris O’Neill, Managing Director, CIO and Director of Quantitative Research
Mesirow Fidicuary Services
Have the conversation with your clients
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.
Resources to use with your plan sponsors
Outreach 1: Share the history of retirement in the U.S. with the tools below.
Outreach 2: Use these tools below to speak with your plan sponsors about the importance of lifetime income.
Outreach 3: Provide an overview of the various lifetime income options available with the following tools below.
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
[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.
[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.
[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
- Select a post from the options above.
- Click the "Download image" link and save it to your device.
- Create a new social media post, upload the saved image, copy and paste the text.
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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