Planning for Success
Ease the impact of investment shortfall from “catastrophe” to “still have enough.” Show your clients strategies for combining investing with guaranteed income.
Breaking the 4% Rule
Fundamental changes in life expectancy and in the economy call for updating retirement assumptions.
Bridging the Retirement Income Gap: Will Social Security be Enough?
Those who have plans to depend on Social Security alone could experience financial consequences if they don’t find an alternate income source.
Can I Buy a Pension?
Professor Milevsky explains that annuities can be like a pension in today’s retirement planning.
Certainty of Income: The Largest Source of Uncertainty in Retirement Planning
Optimizing and managing the benefits of today's variable annuity.
Defining Failure in Income Planning
“Failure” can be cushioned with guaranteed income that can last even if other assets are depleted.