The shift toward holistic retirement planning
February 3, 2026 by John Forcucci
When it comes to planning for retirement, clients aren’t buying products anymore. They’re buying outcomes.
That may sound like a subtle shift, but it’s seismic. For decades, retirement conversations were built around a familiar menu of options: a life insurance policy, an annuity, maybe some managed money in the mix. Each item did its job, often well, but in its own silo.
Originally Posted at InsuranceNewsNet on Feb 1, 2026 by John Forcucci.
Categories: Industry Articles
