Experts: 4 retirement income strategies to match any client’s style
June 13, 2022 by Susan Rupe
When it comes to planning for retirement income, clients face a number of risks. Each risk requires the right set of tools to manage it. And each client has their own retirement income style, which dictates the type of strategy needed to properly fund the client’s post-employment years.
How to match the right retirement income strategy to the client’s retirement income style was discussed by Wade Pfau, professor of retirement income at The American College, and Alex Murguia, CEO of RISA, during a recent webinar by the National Association for Fixed Annuities.