One Size Does Not Fit All: Generating Retirement Income for Every Client

One of the fundamental planning challenges is how best to provide income, not just at retirement, but through retirement. Clients are uncertain that they have enough income to retire comfortably. If planning were easy, the Fortune 500 would still offer pension plans, but most cannot navigate these complexities, costs, and risks. However, we have tools to address this. This presentation will cover retirement income challenges, individual investor preferences, and retirement income strategies that may appeal to each investor’s preference. This interactive presentation is offered at an intermediate level for advisers who possess a basic understanding of investments and annuities.