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Designing Portfolios for Retirement

Jul 31, 2013 12:45pm ‐ Jul 31, 2013 2:00pm

Credits: None available.


Designing portfolios for retirement requires different skills and tools than the accumulation phase. This session addresses the key issues relating to spending and forecasting needs and delves into products designed to address cash flow issues in retirement. Jim discusses risks and strategies that help the client prepare for years of withdrawals with peace of mind. Establishing a retirement paycheck and an in depth review of guaranteed and non-guaranteed products are considered along with client consumption growth rates to blend into a process of addressing the clients' dreams and nightmares. New products and innovations abound to address the retiree portfolio, but which ones make sense and where are the next disasters waiting to implode. Counterparty risks, investment guarantees and the timing of product use are addressed in this session.



  • 0.00 - Administrative Practice

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