Retirement Planning Video Transcript


Susan: Did you know, every single day 10,000 people turn 65? Most like me are probably clueless about their retirement.

Sam: You know, the first year of the baby boomer generation was 1946. Now in our practice, we see a lot of baby boomers and people who just don’t know what to do. The average age of our client? I’d say it’s maybe in their 60s and the majority of them don’t have a pension. Their primary concern is not running out of money in retirement. So important. Annuities were recently referenced in an issue of Kiplinger’s Retirement Report. The article stated, “annuities can offer significant benefits to retirees including lifetime income for those who fear outliving their money.” Not all annuities are the same, so you’re going to be careful and not all companies offer the same features. So it’s really our job to find the right solution and the right company for our clients.

Susan: The information that you have is so important. Folks, it’s so necessary to know everything that you can possibly learn about preparing for your retirement. So here’s what I want you to do. Simply click on the link to set up a free consultation with Sam.

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