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Guest Expert: David Blanchett, PhD, CFA, CFP®, PGIM DC SolutionsGuaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a cash flow that can be used to fund the retirement...
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A few comments from listeners when they were asked what the learned from the webinar:
Changed my perspective on Annuities within a portfolio
- Paul W.
Guaranteed income must be viewed through BOTH a quantitative and qualitative lens in order to determine the most effective course of action for a client.
- David C.
I hadn't previously considered the degree to which cash and Treasuries, usually considered the safest of safe assets, are not in fact all that safe in retirement. But Blanchett is right: neither generates much income, so they aren't much help with longevity risk.
- Maria R.
Relative importance of interest rates and mortality benefits for younger and older annuity purchasers. Blanchett is one of my favorite presenters for CE. Thanks for having him.
- Karen C.
Changed my perspective on Annuities within a portfolio
- Paul W.
Guaranteed income must be viewed through BOTH a quantitative and qualitative lens in order to determine the most effective course of action for a client.
- David C.
I hadn't previously considered the degree to which cash and Treasuries, usually considered the safest of safe assets, are not in fact all that safe in retirement. But Blanchett is right: neither generates much income, so they aren't much help with longevity risk.
- Maria R.
Relative importance of interest rates and mortality benefits for younger and older annuity purchasers. Blanchett is one of my favorite presenters for CE. Thanks for having him.
- Karen C.
Changed my perspective on Annuities within a portfolio
- Paul W.
Guaranteed income must be viewed through BOTH a quantitative and qualitative lens in order to determine the most effective course of action for a client.
- David C.
I hadn't previously considered the degree to which cash and Treasuries, usually considered the safest of safe assets, are not in fact all that safe in retirement. But Blanchett is right: neither generates much income, so they aren't much help with longevity risk.
- Maria R.
Relative importance of interest rates and mortality benefits for younger and older annuity purchasers. Blanchett is one of my favorite presenters for CE. Thanks for having him.
- Karen C.