Dear Horace Mann Advisor,
If you have not viewed the next of twelve Retirement Conference On-Demand for Horace Mann webinars on “Determining Your Client’s Retirement Income Style”, please do so in the next two weeks.
As the baby boomers reach retirement, advisors must solve new problems for clients who aim to sustain their lifestyle over an unknown horizon. Multiple retirement income strategies have emerged, and it is hard for retirees to identify which strategies match their personal style.
This presentation is based on research that identifies and validates a set of scorable retirement income factors to define preferences for an overall retirement income style. It describes a workable retirement model by showing how the factors connect to four main retirement income strategies: systematic withdrawals with total return investing, risk wrap with deferred annuities, protected income with immediate annuities, and time segmentation. Approaching retirement income agnostically and matching retirement income strategies based on an individual’s personal retirement income style may lead to improved outcomes for retirees.
PLEASE NOTE: This video is 55 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 “5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility”.
Social Security is the foundation of a solid retirement income plan. Yet, many pre-retirees lack the knowledge to make an informed claiming decision. This is your opportunity to shine!
Discover 5 critical components that every financial advisor and tax professional should understand, along with the strategies to implement to instantly elevate your credibility. Learn how to turn these main-stream challenges into opportunities to empower your clients and increase your sales opportunities.
Questions? Please email us at customerservice@retirement-resource-center.com or call Kathy Snell at 586.677.7900, 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