From vision to reality

Help Your Clients Visualize Retirement

Tools and resources to help you address an unmet need of preretirees—preparing for the nonfinancial aspects of retirement.

Visualize the nonfinancial side of retirement

Retiring well is about more than just a number. And while it’s important to make sure your clients are financially prepared, many preretirees have a retirement planning need that goes largely unaddressed: the lifestyle and emotional changes that retirement brings.

Complement your financial offer with Visualize Retirement

Program Overview

Visualize Retirement helps preretirees prepare for the nonfinancial aspects of retirement, focusing on the key drivers of retirement happiness and success—lifestyle, health care, and meaning. It starts with helping them explore and define their retirement vision through the five "W's."

And then uses the retirement vision as an input—along with details about their retirement income and planning preferences—to help connect their vision to actionable next steps and the financial decisions needed to support that vision.

The program provides:

a repeatable, scalable framework providing a full suite of materials focusing on the nonfinancial aspects of retirement
a modular design that enables you to connect the program to the work you're already doing

Presentation

Get Presentation

Program Guide

Get Program Guide

Preretiree resources to help make their vision a reality

Our Visualize Retirement materials are designed to go beyond the usual retirement clichés to get preretirees thinking about how their day-to-day lives, relationships, and health could look during retirement, and working toward making their vision a reality.

Preretiree Workshop