Retirement Bridge

Retirement Bridge is a client engagement tool that provides financial professionals with a holistic portrait of their clients’ retirement planning needs. Developed from decades of landmark research and interviews with tens of thousands of men and women worldwide, Retirement Bridge depicts an individual’s psychological, lifestage and lifestyle profile, investigates their retirement hopes, fears and readiness and paints a picture of how they ideally want their financial professional to engage them. The tool also provides client-specific tactics to guide financial advisors toward a far more solutions oriented, consumer-centric approach to building their business.