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The Great Retirement Income Gap

April 24, 2024 @ 2:00 pm 3:00 pm CDT

If 70 percent of your clients needed to find an extra $70,000 a year to cover their expenses, would you be concerned? This is what could happen if they face a retirement income gap, jeopardizing the strategy you’ve worked so hard to create. The great retirement income gap happens when individuals’ or couples’ needs drastically change — unexpectedly — and their expenses suddenly exceed their budget. The cause could be a chronic health condition or disability that requires long-term care (LTC) services.

We will review:

– OneAmerica’s multiple products to address the LTC issue, including a unique joint-life approach for couples

– Ensight – Illustration software that tells a story

– Insights from Producer and Consumer research