Before You Crunch the Numbers

Visualize Retirement

Explore a new way to help clients visualize and prepare for the nonfinancial aspects of retirement.

Register Now for Our Advisor Training Webinar

Thursday, April 18th 11am ET

Join us for a live one-hour demonstration and get a firsthand look at our new Visualize Retirement Workshop for preretirees.*

*Pending Continuing Education (CE) credit for one credit hour. A minimum webinar participation time of 50 minutes is required in order to receive credit.

Visualize the nonfinancial side of retirement

Retiring well is about more than just a number. And while it’s important to make sure your clients are financially prepared, many preretirees have a retirement planning need that goes largely unaddressed: the lifestyle and emotional changes that retirement brings. In fact, only 35% of 50- to 59-year-olds say they have made a serious effort to prepare for the emotional aspects of retirement.

Using presentations, a vision workbook, and an ongoing stream of quick-hitting insights drawn from actual retiree behaviors, Visualize Retirement offers you the opportunity to build stronger, more holistic relationships with preretirees.

Visualize Retirement Introduction

Watch this short video to quickly understand what the Visualize Retirement program is and why it’s important.

65% of 50 to 59 year-olds say they have not made a serious effort to prepare for the emotional aspects of retirement.

Qualitative feedback from retirees has shown, and research has validated, that there are several key components of retirees' lives that impact their level of happiness:



An active social life in retirement has tremendous mental, physical, and emotional benefits.

Health Care

Health Care

It's not just the cost of staying healthy, but how they will care for themselves and the role they may play in the care of others.



Redefining or reshaping their identity during retirement is important for clients.

The 5 Ws of your retirement vision
Within these three core themes, help preretirees explore and define their vision through the five “Ws.”
  • Who they’ll spend their time with, and who will be part of their support
  • What they want/need to do
  • Where they want to live
  • When they would like to retire
  • Why: finding purpose and fulfillment


Complement your financial offer with Visualize Retirement

Visualize Retirement Advisor PowerPoint

Visualize Retirement allows you to:

  • Differentiate your approach to an underserved and financially mature demographic
  • Use an emotional approach to retirement planning, which connects directly to your financial offer
  • Align expectations with outcomes: Use the vision workbook with participants to clarify their vision for retirement and ensure they have a plan to finance their vision.

Advisor Guide

Advisor Intro Presentation

Intro Presentation


Reap the benefits of a focused workforce

Visualize Retirement offers plan sponsors:

Enhanced Workforce Flexibility

Employees with a clear picture of their retirement are more likely to retire when they want to, as opposed to when they have to, which can simplify key personnel decisions.

Cost Mitigation

If aging workers are retiring on time, their impact on payroll, health care, and workers’ compensation costs will decrease.

and Retention

Employees may be more loyal to an organization that takes a holistic approach to improving their retirement outcomes.

Some of the materials for plan sponsors will be available with a co-branded option.
Contact us to learn more.

Sponsor Presentation

Sponsor Guide


Tools for confident reflection

Visualize Retirement Workshop

Visualize Retirement for Participants

Our Visualize Retirement materials are designed to go beyond the usual retirement clichés and get participants thinking about how their day-to-day lives, their relationships, and their health could look during retirement.

  • Workshop – a presentation that gives a comprehensive overview of the Visualize Retirement program.
  • Workbook – can be completed during the workshop or at home, either independently or with a spouse to compare and contrast responses.

Some of the materials for participants will be available with a co-branded option. 
Contact us to learn more.

Participant Workshop

Participant Workbook

Visualize Retirement Conversation Starters

Brief articles designed to demystify the nonfinancial side of retirement.

Throwing the Switch from Saving to Spending

Throwing the Switch from Saving to Spending

When going from a saving to a spending mindset, it will help to start with rules of thumb, and then personalize them to match your spending habits to your lifestyle.

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