Help your clients build a more confident retirement
Our exclusive Confident Retirement® approach underpins our commitment to personalized, goal-based advice. Create a comprehensive road map for your clients’ financial futures — from covering essential expenses to leaving a legacy:
- Covering essentials: The necessities and monthly expenses that keep clients’ lives running
- Ensuring lifestyle: The things clients want to do and how they want to live in the future
- Preparing for the unexpected: The unforeseen events that could derail clients’ plans
- Leaving a legacy: The impact clients can make on people, charities and causes that are important to them
We’ll help you deliver customized guidance and advice based on that plan — providing clients value they can’t find elsewhere. In addition to the Confident Retirement approach, our platform of products and goals-based advice makes it easy to meet your clients’ unique needs. Deliver a personalized experience that addresses all aspects of your clients’ financial lives.