A Guide to Using AI to Support Better Client Conversations
Artificial intelligence can help financial professionals spend less time preparing and more time delivering meaningful client experiences. This practical guide from LIMRA Retirement Income Institute shows how AI can support every stage of the client conversation, from meeting preparation and agenda creation to discovery questions, follow-up communications, and client education. Based on a retirement planning […]
A Widow’s Walk to Financial Confidence
“A Widow’s Walk to Financial Confidence” research paper explores the complex financial and emotional realities women face after the loss of a spouse. While widowhood brings profound grief, it often also marks a sudden shift into full financial responsibility—particularly for women who may have previously deferred money management to their partners. This research highlights the […]
A Retirement Conversation Clients Remember
Help clients turn retirement uncertainty into confidence with insights from Anne Lester’s proven approach to more effective retirement income planning conversations. By using storytelling, relatable examples, and client-focused dialogue, financial professionals can make complex retirement concepts more memorable and meaningful. In this paper, you’ll learn how to: Improve client engagement through powerful financial storytelling Explain […]
Health-Related Risks and Retirement Scripted Conversation
This financial professional-focused conversation guide from the LIMRA Retirement Income Institute provides a structured framework for client discussions about health-related risks and their impact on retirement security. Designed primarily for Gen X and pre-retiree households, it reframes retirement planning through the lens of longevity, chronic illness, caregiving, and long- term care—risks that research shows clients […]
Generation X: Six Retirement Topics to Raise
Generation X: Six Retirement Topics to Raise Guess who’s thinking about retirement? After decades of living in the shadow of the Boomers, Gen Xers are ready to start thinking about and planning for their new retirement life starting within the next decade. “For years we’ve heard that the Baby Boomers are coming,” says Michael Harris, […]
Starting the Retirement Income Conversation
Starting the Retirement Income Conversation The first step in developing a successful income plan for retirement is understanding your options. Here are points you should discuss with your financial professional to make sure you’re on track for the retirement you want. Why is protected monthly income in retirement important? How we fund – and live […]