Given present market volatility and issues concerning the economic system, final 12 months’s funding disappointments, and chronic inflation, advisors and their purchasers are rethinking the dangers surrounding retirement earnings.
To learn the way these modifications are affecting retirement earnings planning, WealthManagementIQ not too long ago performed an in-depth survey for Allianz, involving advisors throughout all distribution channels. The survey outcomes, the topic of the brand new report, “Retirement Earnings & Danger Planning 2023: Trying Past As we speak,” reveals how threat administration is shaping how advisors and purchasers are planning for the long run.
This webinar will provide the primary reside have a look at the report’s key findings, in addition to discover takeaways that may make an advisor’s retirement planning efforts extra productive. Particularly, the webinar will talk about:
- Why threat administration continues to be the highest strategic planning precedence for advisors.
- What purchasers concern most: Operating out of cash.
- The state of shopper preparedness for retirement.
- How present circumstances are inflicting purchasers to regulate expectations.
- The funding merchandise purchasers are most desirous about now.
- Which annuity varieties have doubled in recognition.
All registrants will obtain a free copy of “Retirement Earnings & Danger Planning: Trying Past As we speak.”
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Produced by WMIQ
Strategic Companion