Spousal Protection Strategies: Providing for a Surviving Spouse in Retirement

Spousal Protection Strategies:
Providing for a Surviving Spouse in Retirement

Thursday, July 16
at 2:00 PM ET

Featuring: Prudential’s Karen Hofmann, CLU^®, ChFC^®, CASL^{® *}
President of Advanced Planning

A surviving spouse will very likely face significant challenges in retirement. Although a widow needs an average of 79% of a couple’s income to maintain her standard of living, half are projected to have only 62%**. How can you help clients prepare for this challenge?

Join Prudential’s Karen Hofmann as she discusses multiple strategies for helping clients protect a surviving spouse and how you can help clients understand:

• Their Social Security benefits: delaying, maximizing, and supplementing
• Their healthcare risks and anticipated LTC costs
• What Medicare will and won’t cover
• How life insurance can be used to help:
  • Offset lost benefits due to the death of a spouse
  • Offset outstanding debt

Help clients achieve financial wellness now and throughout retirement.

RESERVE YOUR VIRTUAL SEAT NOW!