Commentary: Building clients' trust is key for retirement planning

04/3/2013 | National Underwriter Life & Health

Most Americans say they lack a high degree of trust in financial institutions, insurance agents and financial advisers offering retirement-planning and savings vehicles, a Deloitte survey found. Gaining that trust is daunting but imperative for financial-services providers, write Deloitte's Sam Friedman and Val Srinivas. Trust can be built by taking a holistic approach that recognizes the many financial and lifestyle demands facing prospective clients, as well as by developing relationships with younger clients, Friedman and Srinivas write.

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