Perspectives on aging have changed. Clients 50+ often don’t feel like they’re getting older. Despite this mindset, age-related issues can unexpectedly impact finances and lifestyles.
Clients often overlook the possibility of health trials or view them as distant problems. This worksheet delves into five key areas of longevity planning to help gauge clients’ preparedness for the twists and turns of aging.
As you discuss these questions with clients, you may discover challenges that you alone aren’t able to address. By working together with longevity-related professionals, you can complement your expertise and meet your clients’ changing needs.
By anticipating age-related challenges, you can distinguish yourself from competitors who are only focused on financial aspects of retirement planning. Moreover, you become a valuable guide, garnering more referrals.
Initiating the Conversation: “Having witnessed many clients’ transitions to retirement, I’ve learned about the unforeseen challenges. I’ve compiled questions to help prepare for these issues. Would you like to explore a couple?”