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Special Report on Retirement 2020

The pandemic may have thrown a wrench in your clients’ retirement plans, but we’ve got tips on how to guide your retired clients and pre-retirees through these times.

November 1, 2020

Being flexible about retirement plans

The pandemic may cause your clients to rethink when to claim government benefits

  • November 2, 2020 November 17, 2020
  • 00:14

Retirement income during a pandemic

Investment plans need to be flexible, but don't abandon tested strategies

  • November 2, 2020 November 17, 2020
  • 00:13

When the rug gets pulled out from under your client

Your client is a couple years away from retirement and just lost their job. Now what?

  • November 2, 2020 November 17, 2020
  • 00:12

Preparing your clients psychologically for retirement

Retirement is a major lifestyle change that may lead to anxiety and other challenges

  • November 2, 2020 November 17, 2020
  • 00:11

Is now the time for annuities?

Low rates are here for the foreseeable future, but guaranteed income can still work for certain clients

  • November 2, 2020 November 17, 2020
  • 00:10

Make the most of a low-income year

Keep clients on track for retirement despite financial hardship

  • November 2, 2020 November 17, 2020
  • 00:09

Estate planning critical during a pandemic

While the coronavirus has highlighted the need for wills and powers of attorney, these documents are vital regardless

  • November 2, 2020 November 17, 2020
  • 00:08

Should I sell my practice during the pandemic?

You might not get the price you want and are you sure you're ready to take the plunge?

  • November 2, 2020 November 17, 2020
  • 00:07