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A Closer Look at Longevity and Retirement


The Greatest Multiplier

The marketplace is demanding financial professionals to work in our clients' best interest, which will not only need to address retirement income, but also the risk of longevity.

Planning for longevity is many things:

It's income planning
Health care planning
Tax planning
Charitable planning

Longevity is not a linear problem; it is flexible, escalating and painful without proper planning. Income needs can grow quickly due to unexpected life events, vary greatly in expense and come and go repeatedly. As life expectencies continue to increase, this makes longevity one of, if not THE greatest multipliers of all the risks a client faces in retirement.

Repositioning assets to protect against these risks should be a critical discussion point for you and your clients.


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