Guardian Retirement Solutions launched a new website, Retirement Style Matters, to help people understand that who they are affects how they invest and to bring clarity and focus to the planning process.
The site is an assessment and engagement tool that focuses on the links between retirement planning, personality and the need to be understood, said Doug Dubitsky, vice president of product management and development for retirement solutions.
Guardian has identified four different retirement styles or personalities that can give people insight into who they are and how they invest, including the connector, the analyst, the seeker and the adventurer. Once pre-retirees figure out their own personal retirement style, they can work with their financial professional to develop a holistic retirement plan.
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Seekers, for example, crave security and predictability and might be ideal candidates for the type of lifestyle sustainability that CDs, fixed income investments or annuities can offer.
"The tool reinforces the importance of retirement planning and helps advisors engage in deeper conversations with their clients and begin new relationships with prospects," said Dr. Daniel Crosby.
All Americans know that they need to save for retirement, but many don't know where to begin or how to do it effectively. When planning for retirement, it's more than just numbers – personality plays a large role.
The Guardian Life Insurance Company of America and its subsidiaries are committed to protecting individuals, business owners and their employees with life, long term care insurance, disability income, dental insurance products, and offer 401(k), annuities and other financial products.
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