Longevity and health span are equally important

Benefits to your 50+ age clients

Goals-based planning is table stakes these days
A solid financial plan is only as strong as the data and assumptions that are behind it. Using a static age, like planning for all clients to live to age 90 or 100, is not personalized.
Clues from client conversations about family health risks and lifestyle behavior can help create a more customized plan that helps your client maximize their years, including:
- All actively healthy?
- What does extended care look like for them?

Provides peace-of-mind knowing care costs will be addressed – especially as the pandemic has made health and the cost of care top-of-mind
Offers an opportunity to make healthier lifestyle choices – health span
They will feel prepared, with increased confidence and more choice, control and independence in their later years

* At least one surviving spouse

Based on Society of Actuaries RP-2014 Mortality Table projected with Mortality Improvement Scale MP-2017 as of 2018. For illustrative purposes.

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