The Power of Insurance in the Retirement Discussion
Speakers: Curtis V. Cloke, CLTC, LUTCF, RICP
Year: 2020
Body of Knowledge:
Accumulation Planning with Life Insurance,
Retirement Income Planning
Competence: |
Level: |
Session Rating: 4.80
Curtis will explain why most retirees have been psychonomically programmed to fail in retirement. Conflicting messages from TV personalities and friends are constant. They have received a paycheck every pay period for their entire working careers. Mastering a process to educate and emotionally prepare retirees for this journey is every retirement professional’s highest calling. Curtis will discuss how to rewire your client’s thinking to increase retirement success with a greater happy factor. This reality is not possible without creating promised-based income solutions that also include protection planning for the surviving spouse and having a plan for long-term care.