Webinar Registration

Wade Pfau:
Leveraging Whole Life Insurance for Income + Retirement Security

Boost Your Client's Retirement Savings and Income Planning, Life Insurance outcomes and reduce out-of-pocket costs - CE Credit Available

Tuesday, May, 27

12:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Wade Pfau, PhD, CFA, RICP®

Retirement Researcher RISA Profile

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

Name

First Name

Last Name

Email Address

Who invited you?

Please provide your CFP ID #

Please provide your CRD #

ZIP Code

Which best describes you? *

State

City

Phone Number

What are your designations (e.g. CFP or CLU)?

Your B/D or RIA

Do you have a trusted mortgage advisor to serve your clients?

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

What You'll Learn

No content added

Webinar Description

Join retirement researcher Wade Pfau, a leading expert in retirement income planning, and financial advisor Jason Sanger for a fascinating look at how life insurance can play a vital role in securing a client's retirement security. As you know, many advocate for a “buy term and invest the difference” strategy, emphasizing lower-cost temporary life insurance to maximize investable assets. However, investments alone may not effectively manage key post-retirement financial risks such as longevity risk, market volatility, and spending shocks.

In this webinar, Wade and Jason explore the role of whole life insurance as an alternative within a lifetime financial plan potentially enhance lifetime spending and legacy goals compared to traditional “buy term and invest the difference” strategies. Using a case study of a hypothetical couple, they will examine two strategic uses of whole life insurance: (1) As a buffer asset to coordinate with investment portfolio distributions and (2) as a death benefit tool to justify incorporating a single-life income annuity.

*CE/CPE Eligible: 1.0 CE credit is available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.