Guest Expert: Wade Pfau, PhD, CFA, RICP and David LauListen to this session with leading retirement researcher Wade Pfau, PhD, for his research-based suggestions for ways client might meet their lifetime income goals using a partial annuitization str...
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Subscribe NowListen to this session with leading retirement researcher Wade Pfau, PhD, for his research-based suggestions for ways client might meet their lifetime income goals using a partial annuitization strategy. Wade provides a concise explanation of the power of mortality credits and how that creates an arbitrage of sorts, when compared to bonds.
DPL Founder and CEO David Lau joins Wade to provide excellent client cases that compare the lifetime spending possible with an annuity versus an investment-only portfolio.
