80% of Americans Flunked the Retirement Income Literacy Survey
Help Client’s Pass Their Retirement Income Literacy Test
And knowledge of annuities as a retirement income strategy was the
lowest of 11 key issues covered.
|While two-thirds of respondents claimed to be working with a financial advisor, their lack of knowledge suggests advisors have not done a good job educating their clients.|
Are you positioned to educate and guide your clients
on their retirement strategy?
|Educate yourself and your clients by attending Legacy’s Income Planning University.|
Call the team at Synergy for more information or Register and fill out the form below!!