Dear Horace Mann Advisor,
If you have not viewed the next of twelve Retirement Conference On-Demand for Horace Mann webinars on “Through the Looking Glass: Three Popular Retirement Income Philosophies”, please do so in the next two weeks.
Providing comprehensive retirement income planning services helps separate your practice from the pack, keep clients for life, and get them through retirement securely.
The three most popular retirement income strategies today are 1) flooring, 2) bucketing, and 3) systematic withdrawals.
It is important to understand how to execute each strategy and how each income strategy can be better suited for a different client under a goal-based philosophy. It is also important to understand the role of home equity in income strategies, the “4% safe withdrawal rate,” and why it might not be so safe anymore.
PLEASE NOTE: This video is 61 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 “A Holy Grail of Retirement: How to increase income and growth while improving liquidity”.
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.
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