FEATURED GUIDE: Longevity Risks & Outliving Assets [March 2026]
🚨Guide Of The Month: Longevity Risk & Outliving Assets
Worried clients often ask: “Will I have enough to last through retirement?”
The Longevity Risk & Outliving Assets checklist helps you lead that conversation with confidence and thoroughness.
Use this checklist to:
✅ Set realistic lifestyle and spending expectations
✅ Review income sources like Social Security, pensions, and annuities
✅ Coordinate withdrawal strategies and taxes – and more!
💡 How to use this guide in your practice:
Client Planning Conversations: Use during retirement income planning meetings to explore spending expectations, income sources, and key longevity risks. Use the email start copy to tee up the discussion.
Educational Leave-Behind: Send a branded version of the guide (available to Deluxe or Premier members) after a meeting to summarize options and next steps
Email Touchpoint: Proactively share with clients nearing or entering retirement to open a thoughtful conversation about long-term financial security.
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