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.
Gain insight into how an income floor strategy can use fewer assets for income and free up more assets for growth, liquidity, and legacy.
- Safe Income: Luck vs. Skill (Predictable vs Unpredictable);
- Liquidity: Understanding the “Illusion of Control”… FOMO (fear of missing out);
- The top five risks to mitigate in retirement;
- How to take a “basket of products approach” (agnostic approach);
- The benefits of buying income and investing the difference;
- Providing more for long-term growth and liquidity and legacy goals.
Curtis Cloke, CLTC, LUTCF, RICP, award-winning financial professional and retirement income expert, trainer, and speaker
Curtis has 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.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
1 hr CFP®, CRC®, and other CE Credit Reporting
Overall Rating: 4.1 / 5
Retail: $29.00 Add to Cart
Video and audio MP3 formats available
Specifications: 60-minute webinar course
Knowledge Level: 3 – Intermediate
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.