Longevity can throw even the best laid retirement plan out of line. Creating a certain amount of cash flow is hard enough from your investable assets, but throw in an uncertain time period in retirement due to longevity risk and this really increases the stress. Annuities have had a perception program from some consumers, but secure lifetime income is something most Americans seek out.
Join Jamie Hopkins, Managing Director of Carson Coaching, as he covers the details and basics of creating a retirement income plan using annuities in a manner that can help reduce taxes, create a more sustainable retirement income portfolio and address longevity risk. Understand how annuities fit into a longevity plan and how to manage annuities under the best interest standard for clients.
- Better understand how Americans perceive annuities
- Better understand what a sustainable retirement income plan looks like
- Review the role annuities as a longevity risk mitigation tool
- Discover how longevity can disrupt a retirement income plan
- Determine how to handle annuity sales in the beset interest of a client
- Review how QLACs, SPIAs and DIAs can help reduce longevity risk to an income plan
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.