Balancing Numbers and Emotions: Communicating Retirement Options to Military Families

Balancing Numbers and Emotions: Communicating Retirement Options to Military Families

Scott and Mike discuss how to best communicate retirement options to military retirees and their spouses. They acknowledge that while the member may be receptive to a mathematical or numbers-based discussion, the spouse may view it more emotionally. They discuss strategies to engage spouses, including partnering with organizations focused on military spouse entrepreneurs and using life insurance as an asset class to diversify their financial portfolio. They agree that timing is important and that members have less time to make decisions the closer they get to their retirement date due to other responsibilities.

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