Optimizing Retirement Income by Combining Actuarial Science and Investments

The American College of Financial Services
May 18, 2020

In the time of COVID-19, when so many Americans are looking to shore up plans for their retirement amid short-term financial worries, what are the steps advisors and clients can take to secure their legacy and optimize their income? RICP® program director and co-director of the New York Life Center for Retirement Income Wade Pfau says integrating life insurance and retirement income planning could be the way to go.

Read more about the combined planning strategies Pfau recommends in this audio interview with Quantum.

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