Focus On Retirement Happiness To Make The Annuity Case

The American College of Financial Services
Wealth Advisor
October 28, 2020

As many experts will attest, the secret to success and happiness in retirement is usually guaranteed income sources. Whether it’s from a pension plan or some other kind of financial product, retirement income that can always be counted on, no matter the prevailing economic conditions, is something every advisor should consider when dealing with older clients.

RICP® program director Wade Pfau and WMCP® program director Michael Finke have been at the forefront of research and discussion on the benefits of guaranteed income for years. Read more about their work in Wealth Advisor.

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Baby Boomers are retiring at an unprecedented rate, meaning that more and more Americans are facing the challenge of using their investments to maintain their quality of life. For them, the usual investment advice no longer applies. They need the unique strategies you can learn through the three-course Retirement Income Certified Professional® (RICP®) designation program. Help your clients thrive while growing your career.

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