David Blanchett, Head of Retirement Research, PGIM, DC Solutions discusses strategies for protecting and growing wealth in retirement.
Annuities offer a number of benefits and can be leveraged by advisors to help grow client assets and ensure their clients’ have lifetime retirement income for themselves and for their families. The products are also a tax deferred solution, which allow earnings to be reinvested and ultimately grow the portfolio.
For more insights on this topic, register & watch Lincoln Financial Group’s presentation: It’s Good to Have Options: Protected Wealth Strategies for today’s market.
David Blanchett, PhD, CFA, CFP and Head of Retirement Research PGIM DC Solutions, discusses why It’s good to have options when helping investors feel confident navigating today’s market.
Topics he will discuss include:
- How to think of RILAs from an equity-risk perspective
- RILAs: Keeping the “risk on” in retirement
- Longevity protected income strategies for volatile markets
Lincoln Financial was of the first annuities providers to develop and launch an annuities suite of products with the RIA in mind. Lincoln’s full portfolio of RIA-Class Annuities delivers cost-efficient, commission-free products designed to help advisors incorporate annuities at scale and differentiate their practice. Additionally, advisors have access to Lincoln’s robust set of resources including, dedicated RIA consultants, seamless account creation, CRM connection, and integrations with portfolio management platforms.
David Blanchett is a Certified Financial Planner, Certified Financial Accountant, and has a doctorate degree in personal financial planning. His is the Head of Retirement Research for PGIM DC Solutions. David is a regular contributor to publications such as Advisor Perspectives, ThinkAdvisor, and the Wall Street Journal. He has published over 100 award-winning research papers in a variety of industry and academic journals.