Thank you for sharing!

Your article was successfully shared with the contacts you provided.
Senior couple in sunglasses looking glum (Photo: Shutterstock)

Editor’s note: This article considers action steps for people who might have some assets they could still use and who are fortunate enough to work with an advisor. We know there are many more who unfortunately don’t even have those options. 

Sometimes it seems as agents and advisors you work with the lucky few.  These are people who carefully planned for retirement or chose careers with great retirement benefits.  There are many people who are unprepared.  Others have entered into retirement with inadequate retirement savings.  Do they have options?



Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO
Live Chat

Copyright © 2021 ALM Media Properties, LLC. All Rights Reserved.