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The Holy Grail of Retirement: How to increase income and growth while improving liquidity - Curtis Cloke

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Gain insight into how an income floor strategy can use fewer assets for income and free up more assets for growth, liquidity, and legacy.


Overall Rating:   4.1 / 5

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Retail:  $29.00      
$29.00

You receive all available formats!                  
           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
Curtis Cloke, CLTC, LUTCF, RICP, award-winning financial professional and retirement income expert, trainer, and speaker Curtis Cloke, CLTC, LUTCF, RICP, award-winning financial professional and retirement income expert, trainer, and speaker        

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About this course:

Understanding what retirees want and what keeps them up at night are major elements for financial professionals to resolve and solve for their pre-and-post retiree clients.

 

It is important to build portfolios that create a base of income they cannot destroy, one they cannot outlive, and when done correctly, protect principal that cannot be lost if dying to soon. Investing solutions should focus on income flow, discretionary liquidity, growth opportunities and legacy goals.

 

During this session, we will address many myths and biases that surround these questions and show you how building a retirement income floor that incorporates insurance guarantees can help clients meet their emotional and financial needs for a lifetime.

 

The Holy Grail of Retirement: How to increase income and growth while improving liquidity - Curtis ClokeIn this one-hour session, you will learn about:

  1. Safe Income: Luck vs. Skill (Predictable vs Unpredictable);

  2. Liquidity: Understanding the “Illusion of Control”… FOMO (fear of missing out);

  3. The top five risks to mitigate in retirement;

  4. How to take a “basket of products approach” (agnostic approach);

  5. The benefits of buying income and investing the difference;

  6. Providing more for long-term growth and liquidity and legacy goals.

Your presenter for this course is:

Curtis Cloke, CLTC, LUTCF, RICP, an award-winning financial professional and retirement income expert, trainer, and speaker with over 29 years of experience in income distribution planning. Recognized in 2009 as a top-five finalist for Advisor of the Year by Senior Market Advisor magazine, Curtis provides educational workshops, seminars, and presentations on advanced retirement income-planning strategies and techniques for financial professionals.

 

Curtis actively engages all his audiences with his personable character and genuine care for clients' retirement needs and concerns. Through his extensive experience, he has perfected the ability to quickly and accurately identify the income needs of all his clients and he's developed a system-based sales approach that he teaches to advisors. Beyond using annuities to create guaranteed income for life, he shows advisors how to generate the maximum inflation-adjusted income for their clients using the least amount of the portfolio.

 

With a track record of spot-on media commentary, Curtis Cloke’s expertise has been featured in Senior Market Advisor, InsuranceNewsNet, Retirement Income Journal, NAFA Annuity Outlook, The Wealth Channel magazine, DepositAccounts.com, LifeHealthPro.com, and many more. He is a frequent guest on radio and TV stations, has appeared as a guest on NAIFA ClientCast by Real Wealth® and as a guest presenter on their webinar series, Power Session LIVE by Real Wealth®.

 

Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research

 

Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.

 

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Specifications: 60 minute webinar course
SKU: 03IRRCTheHolyGrailWebinar17
Knowledge Level: 3 - Intermediate

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