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Retirement Planning

Learn how you can help your clients best prepare for retirement with this section from Protective Life.
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Preparing for Retirement
A mature couple walking hand in hand down the boardwalk.
Retirement Planning

How to help your clients plan for all 3 phases of retirement

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An illustrated image depicting different characters representing finances as they revolve around the word annuity.
Retirement Planning

Overcoming the stigma of annuities

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Mature African-American couple smiling as they sit in their rocking chairs on a front porch.
Retirement Planning

Social Security dates your clients can’t afford to miss

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Two businessmen in suits seated at a table while one talks on the phone and the other looks on smiling.
Retirement Planning

Use this checklist to help your clients prepare for their annual retirement review

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The view from a catamaran boat as it sails on the ocean.
Retirement Planning

Where’s my catamaran? Helping your clients set smart and realistic retirement goals

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