Longevity Planning

Longevity Planning

Longevity planning is a strategy that can help your clients prepare for a long, healthy retirement, while also providing for loved ones in case of death. The desire to travel, a new home, new hobbies, and gifting assets are all desires that might be beyond your client’s current plan for income replacement in their later years. An unexpected illness might also make a long retirement more costly.

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Related blog posts

Use these client-friendly blog posts in your social media content or as an additional resource to help clients understand the value of life insurance.