Retirement Planning

According to Pew Social Trends, 30% of adults with a parent over 65 say their parent needs help with their finances (source/footnote).

It is not a desirable task to discuss difficult matters such as planning for days without your parents, but it is an essential conversation to have. With the help of our eBook, planning for the future can be manageable. Our eBook can prepare you to sit down with your parents and talk to them about planning for not only their future, but your family’s future. Our complimentary eBook provides you with:

  • Reasons why you should have these conversations

  • Optimal times to begin these conversations

  • Phrases to use to help you start these conversations

  • A checklist of important documents you should be able to locate 

  • Talking points about money

Start the Conversation Today

Request our eBook today and we will provide you with complimentary checklists that will assist in planning for your family’s and your parents’ future.

* We are committed to keeping your e-mail address confidential. We do not sell, rent, or lease our subscription lists to third parties, and we will not provide your personal information to any third party individual, government agency, or company at any time unless compelled to do so by law.

SteveSassFor over 50 years, Fidelity & Guaranty Life has been a catalyst to help others plan for tomorrow. With over 700,000 policyholders counting on the safety and protection features of our life insurance and annuity products, we constantly push ourselves to innovate on your behalf. Everything we do is designed to meet your changing needs while making sure you understand your options, have an easy experience, and feel great about protecting your family and your future retirement.