February 15, 2024 @ 2:00 pm – 3:00 pm


The Next 25: Planning for Retirement for High-Net-Worth Clients

We’ll explore the topic of retirement planning for a typical high-net-worth client. We’ll use Jeff, a hypothetical, 40-year-old, affluent client, as a case study to explore what he is doing to ensure he and his family are prepared when they reach retirement.

Understand and anticipate top concerns to propose strategies to fill in the gaps in their current plan. We’ll focus on:

  • Market volatility, diversification, and taxes
  • How incorporating life insurance into a plan can add both protection and flexibility
  • How our VUL product portfolio aligns with these strategies