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The Most Effective Retirement Income Strategies for Your Clients | webcast

Jul 24, 2023 · 60 min watch

SECTION + CREDENTIAL

EXCLUSIVE

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Multiple retirement income strategies have emerged, and it is hard for retirees to identify which strategies match their personal style.

Based on research, this webcast identifies and validates a set of scorable retirement income factors to define preferences for an overall retirement income style.

The webcast outlines a workable retirement model that shows how the factors connect to four main retirement income strategies:

  • Systematic withdrawals with total return investing

  • Risk wrap with deferred annuities

  • Protected income with immediate annuities

  • Time

Download the Most Effective Retirement Income Strategies for Your Clients

File name: 2023075-retirement-income.pdf

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