While clients may be used to a total return approach to investing, research shows only 30% are comfortable with that same strategy in retirement. According to leading academic research, using an annuity can increase retirees’ satisfaction and confidence in their financial plans. But, just like investments, understanding your clients’ risk comfort levels and income preferences will help you deliver better results.
Using the new Retirement Income Style Assessment (RISA) developed by Wade Pfau and Alex Murguia, you can now effectively align annuity products with client retirement income style preferences.
Join this session – the first in a 4-part series – to understand how to use and access this tool, align Commission-Free annuities with client needs and preferences, manage risk during decumulation, and deliver better retirement outcomes.
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