RETIREMENT

Their health is their wealth

The cost of being healthy versus the cost of disease

Knowing certain risk factors for heart disease, diabetes, and other common chronic diseases can help prepare clients for retirement. Should they budget for extra medical costs? Or should they identify habits for today that may help them reduce the chances of disease later in life?

Your clients might not expect a financial professional to ask about their health issues, but it’s all a part of a holistic perspective on retirement planning. Talking about health today can better protect wealth tomorrow.

A GOLFER’S VIEW ON WEALTH

Inspire your clients to be their best with this quick video featuring professional golfer Zach Johnson.

NO NEED FOR DIABETES

Try this simple question: “Do you know if you’re at risk for diabetes?” This flyer spells out the risks, costs of care, and how to help.

WALK MORE, SAVE MORE

Healthy habits not only save money now, but can help prevent costly diseases like diabetes in the future.

Time for a mid-game check in

It's time to optimize
Physical, social, and financial. These three aspects of life should be considered when creating a retirement strategy, says Dr. Joe Coughlin, director and founder of the Massachusetts Institute of Technology (MIT) AgeLab.

"Living long and living well is more realistic for people who take steps in three domains: healthy living, social engagement, and financial security.”

-STEVE VERNON, STANFORD CENTER ON LONGEVITY
PLAN FOR THE INEVITABLE

Dr. Joe’s key components of a successful retirement plan (1 minute).

THE NEW REALITY OF RETIREMENT

Self-funded retirement sources may become the new norm.

ASK GEN X THESE QUESTIONS
Mid-life adjustments can help pursue a long, healthy, financially stable life.

It's more than hedging risk + reward.

Holistic guidance comes in many forms.
By educating and helping protect participant assets with important estate planning concepts, you can really make a difference.

THEY WORK HARD. HELP PROTECT THEM.

Even if a retirement plan participant has a will, the account will transfer upon death, meaning the assets will go to the beneficiary listed on file. It could be someone the participant designated in their 20s before marriage, or a former spouse, if they are remarried. In any case, it’s important participants review their estates and make updates as life changes.
GO-TO GUIDE FOR ESTATE PLANNING
Start the estate planning conversation with this comprehensive guide from our Advanced Markets Group.
PREPARE FOR LOSS OF LEGAL CAPACITY
Share this extensive guide on preparing for guardianship, powers of attorney, and advance healthcare directives.
WHAT TO DO AFTER A LOVED ONE PASSES
Reviewing and closing accounts is a necessary step after losing a loved one. This worksheet can help make it a little easier.

Engaging a secure workforce

You can make a tangible impact
Among all workers, about half say retirement planning, financial planning, or health care planning programs would be helpful in increasing their productivity at work.1

A HOLISTIC PARTICIPANT EXPERIENCE

In 3 minutes, see how the Transamerica participant experience can set you apart.
WATCH NOW

Financial security can lead to increased productivity

Employees depend on plan sponsors to provide benefits that can help ease their financial worries and help them feel more secure about the future. We've got a few ways to show plan sponsors how important that feeling of security can be.

TRY THESE TALKING POINTS
Leverage these retirement plan talking points for your next presentation.
INFOGRAPHIC FOR PLAN SPONSORS
With these insights, you can show the clear link between financial and physical wellness.

There's more to come

Transamerica is committed to providing you tools to help build your business by making connections between Wealth + Health.SM

Contact Us

888-401-5826

trsintsalesassoc@transamerica.com