LIVE LONGER. BETTER.

Life is a marathon, not a sprint

As life expectancy grows, so should our ability to enjoy it — physically and financially. Show clients how paying attention to both their Wealth + Health can help their savings and fitness last as long as they do.

THE BEST IS YET TO COME

For clients who have worked hard to build their Wealth + Health, the good life may be about to get a whole lot better.
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CLIENTS’ NEEDS ARE EVOLVING
Many of your clients aren't just going to live longer — they're living better. As their needs evolve, so should the guidance they depend on.

Invest in wealth

Resources to engage in healthy finances
MIT AgeLab director Joseph Coughlin, Ph.D., says there's a new opportunity for financial professionals.
Steve Vernon of the Stanford Center on Longevity writes on turning 401(k) or IRA assets into income.
Get the Stanford Center on Longevity’s report on life planning for Gen Xers.
The nonprofit Transamerica Center for Retirement Studies® looks at women’s retirement outlooks.
Women: Take control of your retirement

Only 12 percent of women are “very confident” in their ability to fully retire with a comfortable lifestyle.

- Nonprofit Transamerica Center for Retirement Studies®, 2018

Invest in health

Resources to engage in healthier living
Preparing for a long healthy life doesn’t have to cost much, the Stanford Center on Longevity reports.
Help clients tackle challenges
There's a difference between aging and longevity, Dr. Bill Lloyd says.

Sound bites from MIT AgeLab

Just how long is retirement?

Get clients thinking about how they’ll spend their 8,000 days.

Getting a whole lot more out of life

Life expectancy isn’t what it used to be. It’s much, much longer.

Whoa, baby! Boomers have come a long way

Hear why it’s so important to talk to clients about both Wealth + Health.

The chief financial officer of the household

See why MIT AgeLab director Joseph Coughlin says the future is female.

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