Description
Any retirement income strategy must address client concerns, needs, and objectives. While fewer retirees have access to pension plans and longevity drives the need for a longer planning horizon, it’s important to understand various retirement income strategies and assess how to best mitigate potential shortfalls in meeting client goals and needs.
Learning Objectives
• Identify top concerns retirees face
• Look at how income strategies help, and where they may fall short
• Learn how Fixed Indexed Annuities (FIAs) can mitigate shortfalls