The Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke – Learn more
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.
Overall Rating: 4.1 / 5
Retail: $29.00Add to Cart
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is 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
Invest in Your Retirement Expertise
1 hr CFP®, CRC®, and other CE Credit Reporting
Not familiar with on-demand courses?
We help you be sure you’re comfortable navigating our on-demand system. Just contact our customer service department by email anytime or by phone 847.686.0440×105 during regular business hours.
What if you decide you need more than one course?
Then become a subscriber! Just notify us that you want to become a subscriber within 10 days of course purchase to apply the cost of your individual cost to a new subscription.
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.