Retire on Purpose
While we specialize in annuities (ranked #1 in variable annuity sales1), 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Viewing retirement as a time of aging and decline is outdated.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.
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.
Retire on Purpose: The Purpose Inventory
The Retire on Purpose “inventory” leads clients to identify their unique purpose by prompting reflection and revealing key values. At the end, a worksheet categorizes expenses and income sources, to generate discussion about retirement income planning.