Before You Crunch the Numbers

Visualize Retirement

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

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.

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 preretirees to clarify their vision for retirement and ensure they have a plan to finance their vision.

Financial Professional Guide

Financial Professional Intro Presentation


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 preretirees 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.

Preretiree Workshop

Preretiree Workbook

On Demand Preretiree Workshop Video

Share the "Create Your Retirement Vision" video with your preretiree clients as an on demand, self-serve Visualize Retirement Workshop. No meeting required! Ask preretirees to bring their completed Workbook to a one-on-one session with you so you can marry their retirement vision to the financial planning side of the equation. Alternatively, you can use the Create Your Retirement Vision video as a training if you wish to deliver the Workshop presentation directly to your preretiree clients.

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.

Having a Plan–And A Vision–For Retirement

Having a Plan–And A Vision–For Retirement

When it comes to retirement–your much-awaited destination after many years of hard work and saving–do you know where you are going? Do you have a plan?

Financial Priorities Change Throughout Retirement

Financial Priorities Change Throughout Retirement

Many preretirees make their plans for retirement based on the lifestyle and relationships they enjoy today. But as they grow into their retirement years, they may find that they want to spend their money—and time—differently.

Building a bridge from retirement visions to retirement income.

Building a bridge from retirement visions to retirement income.

Retirement planning can be broken down into two phases – the accumulation phase and the distribution phase. A fully realized retirement vision can serve as the bridge connecting these two phases.

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