Customer experiences matter. How can we better align our clients’ retirement plans with their lifestyles?

In this episode, Jack Martin sits down with Dr. Wade Pfau, founder of Retirement Researcher and renowned for his expertise in annuities and retirement income to explore innovative developments in annuities, examine the evolving landscape of retirement income planning, and discuss strategies advisors can leverage to offer more value to their clients. 

Tune in and learn about innovative approaches to structured annuities and understand how these can serve as efficient bond replacements in investment portfolios, thus aligning clients’ retirement plans more closely with their lifestyles.

Conversation Highlights: 

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• How structured annuities can serve as powerful alternatives to traditional bonds
  
  
• The challenges pre-retirees face with retirement income and longevity risks
  
  
• The psychological impact of “license to spend” and how it influences retirement behavior
  
  
• How guaranteed income streams can alleviate concerns about longevity and market volatility
  
  
• How retirement income style awareness can customize client plans effectively
  
  
• And more!
  

Resources:

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• Winning at the Intersection of Annuities and Wealth Management
  
  
• The Breakthrough Advisor Podcast
  
  
• Retirement Income Style Awareness Profile (RISA) and Its Accuracy
  
  
• Publications by Dr. Wade Pfau
  
  
• Transcript
  

Connect with Wade Pfau:

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• LinkedIn: Wade Pfau
  
  
• RetirementResearcher.com
  

 Connect with Jack Martin:

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• LinkedIn: Jack Martin 
  
  
• InsurMark
  
  
• Contact Form
  

About Our Guest:

Wade D. Pfau, PhD, CFA, RICP® is the founder of Retirement Researcher, an educational resource for individuals and financial advisors on topics related to retirement income planning. He is a co-founder of the Retirement Income Style Awareness tool and a co-host of the Retire with Style podcast. He also serves as a principal and the director of retirement research for McLean Asset Management. He also serves as a Research Fellow with the Alliance for Lifetime Income and Retirement Income Institute. He is a professor of practice at the American College of Financial Services and past director of the Retirement Income Certified Professional® (RICP®) designation program.

Wade has contributed to Forbes, Advisor Perspectives, and as an Expert Panelist for the Wall Street Journal. He has spoken at the national conferences of organizations such as the CFA Institute, the CFP Board, the FPA, NAPFA, and the Academy of Financial Services.

He is also the author of four books in the Retirement Researcher’s Guide Series.