Predictability & Guarantees in Longevity Planning
Clients don’t know how much to spend in retirement. Numerous unknown variables come into play; longevity, health care, taxes, market volatility, and more. By incorporating actuarial science in retirement planning, we can enhance predictability and guarantees.
Death Benefit guarantees a legacy
Cash Value provides a source for supplemental income
LTC Riders create leverage for LTC costs
Advisors are helping their clients prepare for a longer retirement and hopefully an efficient wealth transfer to the next generation. Between 2020 and 2040, 44% of the US population will become over 65 years old. Those age 50 plus control 79% of the wealth in the US.
Strategies to consider in Longevity Planning include:
1. Annuity Income Planning
2. Preparing for Long Term Care Costs
3. Covered Assets Strategy
4. Whole Life in Retirement Income Planning
Please join us on Wednesday, July 26th at 10:00am EST
Our webinar will focus on addressing longevity risk with insurance planning.
Our team of experts are looking forward to discussing thoughtful recommendations and strategies to help your clients.