- 8-Minute Video
- Oct 20, 2017
How to Help Clients Identify and Meet their Needs for Retirement
Challenges and practical suggestions to overcome them.
Retirement is a huge milestone for clients, and despite the big changes in the economic and technological landscape, some needs are still fundamental. The Insights Panel from Brighthouse Financial, a group of leading independent experts, discuss the desire for financial security and finding purpose in retirement, and what advisors can do to better communicate with clients during financial planning.