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How to Plan for the “Navigating Complexity” Phase of Retirement

August 1, 2019 

Longevity-focused advisors do more than provide the promise of financial security; they help connect clients with the trusted services necessary to successfully navigate the many events and transitions of later life

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Source: 2016 Trends in Healthcare Payments Annual Report, InstaMed, 6/13/17

Many of your aging clients are looking forward to a fun-filled retirement. But since retirement can now last 20-30+ years, they could get blindsided by increased complexity in the later phases of retirement. This complexity can be caused by declines in physical, cognitive, social, and financial resources.

Dr. Joe Coughlin, director of the MIT AgeLab, calls this stage of retirement the "Navigating Complexity" phase. The client piece below outlines why retirement complexity increases as we age and how to  prepare for it. By sharing and discussing this piece with your clients, they’ll see you as an advisor who helps them plan for their entire retirement, not just the fun phase.

 

Next Steps:

  1. Download or order the client piece below
  2. Share it with clients to help them anticipate increased complexity in retirement
  3. Have conversations with clients about the resources outlined in the piece to help them manage complexity in this phase of retirement

 

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“It’s imperative that today’s advisory practice evolve from a near singular focus on financial security to the new business of longevity planning.”

— Dr. Joseph Coughlin, director of the MIT AgeLab



The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

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