Income for what's next
Help clients go further in retirement
For clients today, retirement is all about what's next. Pursuing new challenges, rediscovering old passions, or maybe just enjoying life's simple pleasures. Whatever their retirement goals, they are looking for the advisor who can help them feel confident they have Income for What's Next.
We offer a unique combination of experience, global perspective and consistent, disciplined approach in investing that has proven itself across market cycles. Learn more about these multi-fund strategies designed to address different needs in retirement.
Retirement income planning tools
Our kits offer a comprehensive set of resources to help advisors develop a custom retirement income strategy for each client including a Social Security benefits claiming strategy.
Income for what's next starter kit
This kit includes a client-use brochure, fund flyers, personal assessment and retirement income worksheets, and prospecting tools.Order now View brochure
Re-think social security starter kit
This kit includes a client use brochure, frequently asked questions and answers, options for spouses, ex-spouses & widows and prospecting tools. It also includes a quick start guide for using our Social Security Optimizer tool.Order now View brochure
Looking for additional resources on income for what's next or social security?
Important Legal Information
All investments involve risks, including possible loss of principal. Investing in a Franklin Templeton fund does not guarantee one's retirement income needs will be met.
For more information on any of our funds, contact your financial advisor or download a free prospectus. Investors should carefully consider a funds investment goals, risks, sales charges and expenses before investing. The prospectus contains this and other information. Please read the prospectus carefully before investing or sending money.
Franklin Templeton Distributions, Inc.