In this webinar, Wade Pfau, Ph.D., CFA, RICP provided an overview of four different retirement income strategies: Total Return, Time Segmentation, Income Protection, and Risk Wrap. Wade explained the key benefits for each strategy and provided a framework that advisors can use to help determine the right retirement income strategy to meet their clients’ unique needs.
Wade dove into the role that annuities can play in supporting each of those strategies and was joined by Alexus Rogers from RightCapital who modeled how annuities can impact client financial plans and retirement preparedness. Alexus illustrated these impacts using a visualization of retirement income ratio, which will highlight how different annuity options can help deliver stable retirement income.
Attendees Comments:
I appreciated Wade's retirement income type analysis. This could help a lot of advisors and clients match up their style to the right strategy.
- Kelly H.
"I like the way Wade has put together various quadrants for retirement income strategies. This are helpful in presenting to clients.
I am impressed with Right Capital's software program to model annuities in a retirement program/financial plan.
"
- Christine H.
I liked the way to discuss and talk about the different retirement income strategy models people fall into and then use this as a jumping off point for client discussion. It was interesting to see the difference in cost of a bond ladder vs an annuity and then the expected legacy at death as well.
- Anne M.
It’s nice to see the bond ladder versus annuity slides. Plus, Wade is always having some thing new and interesting to listen to. I appreciate you having him on as a guest. I also like his overall structure explaining contract versus choice security vs risk.
- Gordon S.
I appreciated Wade's retirement income type analysis. This could help a lot of advisors and clients match up their style to the right strategy.
- Kelly H.
"I like the way Wade has put together various quadrants for retirement income strategies. This are helpful in presenting to clients.
I am impressed with Right Capital's software program to model annuities in a retirement program/financial plan.
"
- Christine H.
I liked the way to discuss and talk about the different retirement income strategy models people fall into and then use this as a jumping off point for client discussion. It was interesting to see the difference in cost of a bond ladder vs an annuity and then the expected legacy at death as well.
- Anne M.
It’s nice to see the bond ladder versus annuity slides. Plus, Wade is always having some thing new and interesting to listen to. I appreciate you having him on as a guest. I also like his overall structure explaining contract versus choice security vs risk.
- Gordon S.