Why It Matters:
  • About 6 in 10 Americans agree money is a very or somewhat significant source of stress, according to the American Psychological Association.
  • Professionals like you are in a unique position to help relieve clients’ financial stress with preparing financially.
  • Everyone deserves to live better today and worry less tomorrow.

Even for the wealthy, dinnertime conversations can revolve around financial stress as the markets go up and down.

According to the American Psychological Association, 6 in 10 Americans say money is a “very significant” or “somewhat significant” source of stress for them.

Financial professionals are in a unique position to help relieve some of those worries. That’s true whether you’re serving a family affected by dementia, a divorcee trying to stay on solid financial footing, or a couple looking for an income stream to supplement what they will get from Social Security in the future.

Transamerica has resources to help you step by step with each of those scenarios:

A Field Guide to Dementia: Healthy money habits can help families feel better prepared if a loved one is eventually diagnosed with dementia. There’s still time to take action if a client is in the mild stage of decline. Our resources, developed in collaboration with the Massachusetts Institute of Technology AgeLab, offer guidance for you and your clients.

Divorce Checklist: Share this checklist with clients who are untying the knot so they know what information they can gather to help maintain financial stability.

Field Guide to Social Security: Social Security benefits can be an important part of retirement income, as we explain in our downloadable guide. It’s available at the bottom of the page here. Your experience as a financial professional can come in handy in showing clients how to find other savings or income sources that they can tap in retirement, so they don’t have to rely on Social Security alone.

Try out the resources, and let us know what you think at ctsai@transamerica.com or newageofadvice@transamerica.com.


What to Do:
  • Listen and learn to what matters most to your clients or prospects – and how you might be able to relieve their financial stress.
  • While no one can predict the future, show clients how a thoughtful financial strategy can leave them better prepared financially for what life might bring.

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