Woman enjoying retirement
REFRAMING RETIREMENT

Retirement planning isn’t just about money

A fulfilling retirement means more than feeling financially secure. It ‘s about well-being, achieved through a holistic and personal approach. In partnership with Designing 4 Better, we've curated a suite of tools you can use to assist your clients in defining what makes retirement rewarding for them.

Enhance the ROI for retirement

Your clients can flourish in retirement if they first rewire their perception of it – from simply a post-career period of leisure – to one where they pursue their passions and maximize well-being. Help your clients discover the essential elements for a fulfilling retirement.
Download advisor guide Download advisor guide
Chart explaining the abbreviation “ROI”

Host an impactful client seminar

Redefine retirement

Living vibrantly in retirement means prioritizing health, purpose and relationships, alongside financial planning. Use this seminar to spark meaningful discussions with clients and refresh their outlook on retirement.
Download client seminar Download client seminar

Maximize your webinar’s impact Maximize your webinar’s impact
How to host an engaging client seminar How to host an engaging client seminar
Explore our client seminar offerings Explore our client seminar offerings

Step 1: Reframe. Challenge clients' view of retirement

Prompt clients to reflect on their vision for retirement. Explore their desires, role models and sense of purpose.

Help clients discover their purpose

One's purpose, or 'reason for being,’ often takes on new meaning in retirement. Help your clients define and embrace their evolving purpose. Use our worksheet to start the conversation.
Download ‘Embrace your purpose in retirement’ worksheet Download ‘Embrace your purpose in retirement’ worksheet

Encourage clients to foster well-being

Motivate your clients to lead a life in which they feel fulfilled, engaged and connected. Discuss characteristics of flourishing individuals and ideas to make a ‘good life’ even better.
Download ‘Create a good life’ worksheet Download ‘Create a good life’ worksheet

Step 2: Optimize. Help clients design their dream retirement

Discuss clients’ personal interests, strengths, and views to help them embrace new goals, build valuable social connections and make meaningful contributions in their retirement years.
Retired woman playing tennis

Step 3: Ignite. Encourage clients to lean into their retirement goals

Energize your clients to act on their goals and bring their ideas to life.

Boost their vitality

Vitality – that energy and vigor that makes us feel healthy – is a key ingredient for a fulfilling retirement. Use our worksheet to start the conversation with clients.
Download ‘Find vitality in retirement’ worksheet Download ‘Find vitality in retirement’ worksheet

Help clients invest for their goals

Target allocation models Target allocation models
Lifepath funds Lifepath funds
Multi-asset income models Multi-asset income models
iRetire® iRetire®