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Running out of money in retirement isn’t an option, which is why some advisers may be inefficiently managing capital in planning for the unknown longevities of their clients. Allianz Life recently conducted a survey of financial planners and found that 9 out of 10 plan for income well beyond their clients’ life expectancies, possibly leading to inefficient portfolio management. In this session, learn how to more accurately pool risk, provide more certainty of meeting income needs, and offer greater flexibility to free up other assets for potential growth opportunities.
Learning Objectives:- Calculate life expectancy assumptions for clients based on individual circumstances
- Design more efficient income strategies in order to hedge against longevity risk and maximize portfolio value
