So, your client has just retired. They’ve waited a long time for this, and they’re ready to enjoy it.
But, in the back of their mind, they might have a lingering worry about potentially running out of money.
How can you as their advisor help them overcome this fear and live out their retirement with confidence?
In this episode, Jack Martin sits down with Michelle Richter, the founder of Fiduciary Insurance Services, LLC. Together, they discuss the state of the financial industry, how the government is making retirement security a focus, and opportunities for advisors in the defined contribution space.
- How recent legislation is positively impacting secure retirements
- Opportunities for advisors who have never worked in the defined contribution arena
- Ways advisors can help alleviate the feeling of insecurity around spending retirement money
- Why advisors should look at annuities from a different perspective.
- And more!
Connect with Michelle Richter:
Connect with Jack Martin:
About our Guest:
Michelle Richter is the founder of Fiduciary Insurance Services, LLC. She is a passionate business leader with more than fifteen years of experience designing, deploying, and scaling innovative insurance and wealth management products and programs. Focused on retirement and risk management for affluent, high net worth, and institutional markets, Michelle has expertise in integrating wealth management, life insurance, annuities, and asset management for retail and institutional businesses.