Pensions: Lump sum vs payments

We know you help each client make this decision individually, but this article is your way to help clients prepare for that conversation. We walk through general information on pensions, and the different considerations that go into deciding on a lump sum versus payments, including marital status, age, spending habits, other income sources, and more.

Customize with your point of view, as well as what you see with your clients. (Often, advisors have a number of clients at the same company and want to callout details relevant to that company’s pension plan.)

What’s included:

~ 750 word customizable article

~ High-res image (choose from a selection)

~ Customizable social post