Once a User Speaks With One of Our Annuity Specialists What Level of Service Can They Expect
A financial services company promotes their retirement planning consultation process, emphasizing a no-pressure approach where professionals gather information to ensure client goals align with their solutions. They highlight their comprehensive, personalized approach to retirement planning that considers the entire financial picture, including live-on or leave-on money strategies. The company positions their trained and specialized advisors as guides who can help clients navigate through their retirement planning process with customized solutions rather than one-size-fits-all approaches.
Video Transcript
When you speak to one of our professionals, it's a no pressure situation. They're here to gather information, make sure your goals align with the solutions they're bringing to the table, and make sure there's no issues around uncertainty as you move into your retirement plan. So it's not a one size fits all. We really like to take a look at the entire picture when we're working through somebody's financial retirement plan. Live on or leave on money is very important. And once you understand that, as part of the package to your solutions, our trained and specialized advisors can help guide you through that process.
