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ENGAGE 2017


PFP1702 - The Need and Value of Longevity Insurance for Retirees


Jun 12, 2017 9:05am ‐ Jun 12, 2017 10:20am

Standard: $49.00

Description

At some point in the 70+ age range, longevity risk creates more financial uncertainty for retirees than being 100% invested in equities, and so becomes a serious issue that should be confronted explicitly. What are the options for dealing with this issue? How can annuities be integrated into a portfolio structure? Learn how for most individuals, an advanced life deferred annuity (longevity insurance') is a more sensible solution than an immediate annuity, because of a little-known relationship between deferred and immediate annuities. Find out the trio of financial goals that most retirees desire and how a deferred annuity fits into these goals.

Attendees will learn:

  • The relationship between an immediate annuity and a deferred annuity.
  • Why a deferred annuity is typically a better longevity solution than an immediate annuity.
  • The role of a deferred annuity in a retiree's portfolio.

Speaker(s):

  • Don Ezra, Principal, Don Ezra Consulting Services
Tags: PFP

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