Wade Pfau and Michael Finke, retirement experts and distinguished professors at The American College of Financial Services, join Tim Munsie, Head of RIA, Platform Distribution and Planning at Jackson to discuss why advisors should consider expanding their retirement planning playbook to better meet client needs, tackle inflation anxiety and effectively manage risk.
Jackson, one of the nation’s leading annuities providers, centers its business around creating long-term financial freedom and helping advisors navigate the complexities of retirement planning. Jackson’s range of variable and fixed index annuities are designed to meet each client’s unique financial goals.
The recently launched Jackson Market Link Pro Suite, a family of registered index-lined annuities (RILAs), doubles down on the firm’s mission to offer customized, client-focused retirement solutions.
RILAs are a unique type of annuity that allows investors to participate in market growth opportunities, but with a pre-determined risk tolerance or loss they are willing to assume. RILAs can be built and customized around each client’s investment preference, and compared to a traditional 60/40 portfolio, have a greater likelihood of delivering consistent returns and offering protection from market drawdowns.
For more on this topic, register & watch Jackson’s webcast: Integrating Retirement Strategies to Meet Client Investment Preferences.
Financial professionals consider many factors to help clients meet their financial goals and investment styles along the retirement planning spectrum – from maximizing wealth to creating a sustainable stream of income through retirement.
Join Tim Munsie, Head of RIA, Platform Distribution and Planning at Jackson, for an insightful conversation with retirement experts Wade D. Pfau, Ph.D., and Michael Finke, Ph.D., of The American College of Financial Services. They’ll discuss how financial professionals can better meet client needs by utilizing a broader range of strategies that effectively manage risks retirees face and resonate with each client’s personal style for sourcing retirement income.
Discussion topics include:
- How to design retirement income strategies that align to clients’ investment styles
- The risk of using a conventional investment portfolio to fund retirement income
- Retirement risks and risk management strategies
- How to use annuities to address inflation anxiety