What Should You Gift Your Clients Who Follow Your Advice for Retirement Planning?
Posted by ONLINE GIFTS CORPORATION

Local businesses often send gifts to their clients to strengthen their relationships. It's also a trust-building exercise. Earlier, clients were taken on a day out for a meal or a hockey game to foster a deep connection with them. While that still works, it's time to invest in their interests more closely to show you care for them. It's more crucial if you operate in a retirement planning field, where some come to you to secure their future through their growth period, and others are ready to open a new chapter of their life after retirement. Although any sweet gesture from your end means a lot to them, you can make a difference by making your choices extra meaningful. With some thoughtfulness, it will be easy for you to surprise them pleasantly. Since you serve retirees and pre-retirees, considering their unique choices will be helpful.
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Gift ideas for retirees
A company like Aleph Retirement Planners serves both pre-retiree and retiree clients. Most retirees aged 55 and older belong to the senior group. Hence, choosing something that caters to their needs and makes their life easier can be much appreciated. For example, you can gift them membership to an association that serves retired persons. Such associations generally offer discounts on rental cars, fitness subscriptions, pet and health insurance, travel, etc. Even a subscription to a lifestyle magazine for seniors can be helpful for them. Some retirees like the idea of a constraint-free life in terms of time. For them, you can book online tickets for two for a matinee musical. Generally, these tickets sell at affordable prices during mid-week. Evening tickets may cost more. Some seniors like to explore experiences like wine tasting or learning a foreign language. It will be great if you can arrange for such events.
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Gift ideas for pre-retirees
These individuals can be aged 55 or younger. Most still work and lead a regular lifestyle while saving for their future. You can focus on indulgences for them, especially for the younger ones. For example, consider ordering fresh mussels, crab, lobster, or clams for doorstep delivery. Some stores offer gift certificates. You can give them to your client. Or, pick a framed print version of the popular artwork if your client is an art aficionado. You can check relevant online stores for this. Even books on estate and tax planning make good sense for these individuals. They can skim these books for more expert advice and implement them to attain retirement planning goals.
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Things to consider
Ultimately, there is a business aspect to these kinds of gifting gestures. Hence, it's better to follow a few things – choose a reasonable amount for the gift, retain all the receipts of the gifts bought for your clients, mention the gifting reason on the receipt for memory, etc. Choosing tangible items like mugs or pens is better if you are looking for full deductions for gifts. Food items such as gift baskets or entertainment-related items may only qualify for 50% deductions.
Nevertheless, retirement planning agencies thrive on trust and strong bonds with their clients. Hence, it can be wise to think outside the box for them sometimes because these relationships are precious and deserve special treatment.