Dear Horace Mann Advisor,
If you have not viewed the next of twelve Retirement Conference On-Demand for Horace Mann webinars on “A Holy Grail of Retirement: How to increase income and growth while improving liquidity”, please do so in the next two weeks.
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.
PLEASE NOTE: This video is 58 minutes, so please allow enough time to watch it from start to finish. The system allows fast forwarding, rewinding, pausing, and stopping. You may watch it as often as you like!
To access this webinar:
1. Log in to your membership portal:
https://retirement-resource-center.net/login/
Username: your email address or user name you entered when registering
Password: your password you entered when registering
Your Next Webinar
Look for a reminder email on the next webinar in the Retirement Conference On-Demand for Horace Mann Series on “How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies”.
“How much can I spend in retirement?” Dr. Pfau has conducted an in-depth study and authored a new book that focuses on sustainable spending from investment portfolios in the face of a variety of retirement risks.
Estimates provided by traditional studies about sustainable spending may be too optimistic, or may be even higher than traditional studies imply. It is important for advisors to understand a variety of spending and asset allocation approaches in order to manage sequence of returns risk and develop sustainable spending strategies.
Questions? Please email us at customerservice@retirement-resource-center.com or call Kathy Snell at 847.686.0440 ext. 105, between 9 am – 3 pm ET. We are happy to help you increase the retirement security of your clients!
Best regards,
Betty Meredith, CFA, CFP®, CRC®
and the Retirement Resource Center Team