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How to help clients account for inflation when making retirement plans

Benedict Heng

Oct 4, 2022

How to help clients account for inflation when making retirement plans

Part of retirement planning is helping clients navigate increasing inflation figures – ensuring that they understand what inflation is and how it can be easily overcome is the crucial first step. Benedict Heng, a three-year MDRT member from Singapore, shares his strategies to put inflation into perspective and make clients excited about their retirement.
When should financial advisors start talking to their clients about retirement planning?

Benedict Heng; Norliza Binte Abdul Karim

Nov 9, 20224 min

When should financial advisors start talking to their clients about retirement planning?

Here are some ideas to give advice on when to broach the topic of retirement planning with your client and how to start the conversation.