Retirement Income Conversation Guide

Use this guide to help facilitate your client conversations about the critical need for retirement income.

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https://www.ameriprise.com/microsite/retirement-income-guide

Open guide

This easy-to-use guide will help you start and continue this conversation with your clients.

Learn how to navigate the retirement income conversation

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Make a plan to talk about the critical need for retirement income.

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Discuss retirement goals and challenges.

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Show how different strategies can help build a more confident retirement.

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Background and qualification information is available at FINRA's BrokerCheck website

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Advisor use only

This guide is intended to be presented during client conversations or presentations (reference AdTrax #3464535) and not to be used by clients on their own. You may cover as many concepts as you'd like; use digitally or in print; and use facilitator notes to help guide your conversation.

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Not tax or legal advice

Advisors should remind clients that Ameriprise does not offer tax or legal advice, but advisors may work together with the client and their trusted, independent professionals.

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