19MDRT-52A: Income Allocation - The Future of Retirement Income Planning

Focus Session

Wednesday, June 12, 2019
10:00 - 11:00 a.m.

INCOME ALLOCATION - THE FUTURE OF RETIREMENT INCOME PLANNING

To better serve our clients, we must shift our approach when planning retirement income. Income allocation helps clients transition from an investment process based on speculation that can produce fear and worry to a process based on certainty, producing peace of mind and confidence. You will learn why outdated investment theories fall short by ignoring the substantial risks of the sequence of returns and distributions. Gaynor shares his approach to this exploding need and the income allocation processes you can implement into your practice now.