The Alliance’s program for broker dealers and financial professionals helps you identify which clients are looking for conversations on protected income, learn how to talk to them about the protected income solutions of this century, and grow your practice.
To learn more about our program, get in touch with Jon Rosborough at jon@allianceforlifetimeincome.com
Related: The Importance of Protected Income for Your Next Chapter
Transcript:
Steve Gresham 00:06
All around us, the world is changing. And all of us face choice. We can adapt and keep up, or we can get left in the dust. The financial planning industry has entered a new era. Gone are the defined benefit pension plans and the security that they bring. Americans are now navigating a very uncertain world. And they're looking for security as they approach retirement. . .
"Most people that are older than me really have a pension plan. I actually started my career where there were no pension plans and we have to still walk at, okay, how much do we own our mortgage on our car? And are we going to be able to live the lifestyle that we would like to live in retirement?"
Steve Gresham 00:47
Surprisingly, the people looking for protected retirement income are already working with financial advisors. In fact, nine out of 10 clients say they want protection in their retirement planning.
Knowing that you're going to have income. Yeah, I mean, you really actually can enjoy retirement."
Steve Gresham 01:03
Clients are looking for a solution and financial advisors are perfectly positioned to connect this market to products that meet their needs.
You know, with the right advisor, they can steer you to the newest products that are hopefully more beneficial to you than to anyone else.
I talked to my advisor and my advisor, recommended I consider one I would consider one.
Steve Gresham 01:25
Since its founding the Alliance for lifetime income has been on the ground with the consumer getting to know their wants and needs, conducting quantitative and qualitative research and carving out a better understanding of what consumers are looking for.
Jean Statler 01:34
The consumer experience has always been at the core of the Alliance for lifetime incomes mission.
Steve Gresham 01:44
Alliance has developed resources for both the consumer and for industry professionals. And we're working with the likes of Elton John to make sure everyone knows about them.
Elton John 01:53
Throughout my American tour last year, we heard from 1000s of fans that financial security and financial planning are hugely important to them. Together with the Alliance for lifetime income. I'm spreading the word about the importance of protected income. Meet with your financial advisor to ask if you have protective income, and get their help making a plan that fits.
Steve Gresham 02:15
Consumers looking for protected income is an underserviced market of millions. If you're already in the business of holistic planning, including retirement income plan, your position for success in this rapidly changing retirement solutions ecosystem. The Alliance's program for advisory firms and financial professionals helps you to first identify the consumers that most need those protected income solutions, and then how to talk to them how to engage and then grow your practice. To learn more about our program, please reach out to us or sign up for one of our free webinars.