Retire on Purpose
While we specialize in annuities, we can also give advisors tools to help your clients identify their purpose in retirement. With our support, you can design the most appropriate ways for your clients to realize their financial goals for a retirement with purpose.
Our "Retire on Purpose" resources help your clients to step back from the discussions of asset allocations and investment choices to focus on the unique, fulfilling ways they can enjoy the freedom and flexibility that retirement can offer. Through this structured program, your clients will see how, when it is time to shift to that phase of life, they can retire with purpose.
Bringing Your Financial and Life Plans Together
Each of us has a unique purpose and direction. Financial advisors help clients to identify their specific goals, then work to construct a customized financial plan to make those goals achievable.
Discovering Your Purpose
Experts explain that having a purpose is fundamental to health and happiness in retirement. Helping your clients identify their purpose can facilitate conversations about planning for the financial resources to achieve that purpose.
Embracing Retirement’s Possibilities
Viewing retirement as a time of aging and decline is outdated. Retirement is a turning point, an opportunity to learn, to discover, to focus on interests that were deferred due to life’s demands.
Post-Career Interest Assessment
Roger Hall, PhD, in partnership with Jackson, developed this assessment specifically to connect you to possible new activities you may enjoy in your retirement.
Retire on Purpose- Lucky Dawg
Good morning! Or at least it should be for George, as this Lucky Dawg is waking up to his first day in retirement. Many retirees feel a “sugar rush” of excitement early in retirement only to be followed by a crash of boredom and sometimes emptiness.
Retire on Purpose: Flipbook
Available only from Jackson, the Retire on Purpose platform helps you guide clients to define their retirement lifestyle goals. Explore how to reconcile your vision of personal fulfillment with your finances.