The Retirement Climb

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The time has come to start thinking differently about retirement planning as today’s clients need strategies that are holistic and not only help them save but protect what they’ve built from risks. Join us for a session where Brett Berg, Vice President, Advanced Planning will help you navigate the entire retirement climb: up the mountain during accumulation years and then down the mountain during the decumulation years, enabling you to guide clients through whatever path life might have in store. He’ll also discuss how the flexibility offered by life insurance can help clients achieve better retirement outcomes.