J.P. Morgan Asset Management has announced the launch of a new retirement guide designed to help advisors talk with clients about the challenges facing American retirees and the considerations they must weigh as they build their portfolios.

The free J.P. Morgan Funds Guide to Retirement, recently made available on JPAM’s website, provides talking points for advisors in chart or graph format as they discuss issues with clients such as:

How to track retirement savings checkpoints
Spending behavior and the long-term impact of portfolio withdrawals
The nuts and bolts of structuring a portfolio that balances income and return

This coming Friday, the guide will be launched in an interactive digital version.

In a recent interview, the two primary authors of the guide, Cathy Peterson and Katherine Roy, spoke with AdvisorOne about how advisors and end-investors are using the content. They compared the guide to another regularly published JPAM free guide from chief market strategist David Kelly designed to help advisors talk with clients about asset allocation.

Advisors who are uncertain about how to start a conversation around sensitive issues can use the guide to show clients how their data and demographics fit into the larger retirement picture, said Roy, executive director and head of individual retirement at New York-based J.P. Morgan Asset Management.

“The guide to retirement has been really effective in taking the broad context of different topics that advisors talk about with their clients. It’s a great resource that puts everything in one place,” Roy said. “As I show the guide to different types of advisors, the common thread is that they want to show a picture to clients that they can absorb and understand quickly.”

Peterson, vice president and director of retirement insights, added that the demand for the guide has been so great that JPAM is printing many more than anticipated.

“When we rolled out the new guide in early March, we were out there talking with advisors, and we’ve gone through well over 17,000,” Peterson said. “The demand is tremendous across all retirement channels, including RIAs, indie BDs and wirehouses.”

Instant Insights /

J.P. Morgan retirement guide helps advisors talk to clients

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