Learn more about why a written financial plan can be incredibly valuable to prepare for your retirement.
Highlights from an industry study show written plans for retirement are valuable and can help you build trust with your financial professional. From key reminders to vital reassurances, the writing is on the wall when it comes to the advantages of a written plan. Here are a few reasons why you should consider putting your plan in writing:
Jackson® co-sponsored a survey of 1,003 consumers 50 to 70 years old with investable assets of at least $200,000 and 303 financial professionals from May 26 through June 12, 2021.
Survey results from the 2021 Retiree Insights surveys conducted by Greenwald Research.