Happy Financial Planning Month

October is Financial Planning Month – what an excellent opportunity to reach out to new and current clients to discuss their financial plans for retirement. There are so many important avenues to explore under this topic, including accumulation goals, lifetime income needs, planning for unexpected health care expenses, and reviewing legacy plans. 

Throughout the month, we’ll share retirement planning resources that you can use to help clients see where a fixed index annuity might fit into their retirement plans. 

To kick off the month, we’re sharing a worksheet that helps collect and categorize expenses in retirement.

It’s a great first step to retirement financial planning!