Meet Renee & John
Downsizing to live larger
Life shifts don’t occur in a vacuum: many people experience two or more at once. This is particularly true of those in the Change in Living Situation life shift – the group with the highest incidence of overlap with other life shifts. While people in this demographic tend to be excited to call a new place home, they have their challenges and there are plenty of ways for financial professionals like you to create better experiences for them. “Renee & John” are two research-based personas we built to help you do just that. See their profile and tips below.1
1The "Renee & John" personas are based on findings from the 2019 study, “Hacking Life Shifts,” a research project conducted by RTi Research, The Business of Aging, aha, AARP, and COLLABORATA in collaboration with Global Atlantic and other leading organizations.
Renee & John’s profile
Here’s your playbook to help your Change in Living Situation clients thrive.
To help them negotiate the selling price of their new home, talk to them about the “shock” expenses they might encounter like major repairs and necessary upgrades.
*For illustration purposes only. These third party websites are not affiliates of Global Atlantic and their mention is for informational purposes only.
*For illustration purposes only. These third party websites and resources are not affiliates of Global Atlantic and their mention is for informational purposes only.
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*Check your firm’s non-cash compensation policy prior to giving gifts.
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This fixed index annuity offers your Change in Living Situation clients an opportunity to secure protected lifetime income.
A long-term care event could derail your Change in Living Situation clients’ retirement strategy – this fixed annuity with long-term care benefits may help.
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