Evaluating Retirement Income Strategies and the Role of Annuities in Client Financial Plans
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Guest Expert: Wade Pfau, PhD, CFA, RICP® and Alexus RogersIn 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 explai...
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A few comments from listeners when they were asked what the learned from the webinar:
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.
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.