Redefining Retirement: A Safe and Secure Way Down the Mountain
Written by Wade Pfau, PhD, CFA, RICP, an authority in the field of retirement income planning. Redefining Retirement a Safe and Secure Way Down the Mountain, provides a whirlwind tour of capital marketing, annuity & insurance product and illustrates how “risk pooling” can optimize the decumulation phase of the lifecycle.
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It features a user-friendly guide to help professionals build their practices as preferred retirement income planning professionals. Included in the guide are IRS tax codes regarding annuities and life insurance, actuarial tables, WealthVest’s whitepapers, and, importantly, individual chapter guides that help guide successful client conversations.
WealthVest’s consumer-approved sales materials, available for download below, distill the themes covered in this book into tools to help with hosting productive and informational meetings with your clients. Featured are a few of our whitepapers highlighting pertinent issues facing clients in today’s retirement landscape.
The chapter guides cover points throughout this book that professionals can use in their everyday practice. Use this guide as a reference to continue to build your practice as an income planning professional. Throughout the book, there are callouts and reminders to bring up certain points with your clients. The guide highlights the specific pages and includes tables and charts that can be used as a compass for client conversations. Our hope is that you enjoy the journey of building a safety-first retirement plan with your clients.
Feel free to download the tools referenced in the book at the links below.
Page 41 Bond Cycles
Page 60 Stock and Bond History
Page 85 Bear Market Insurance
Page 180 The Value of a Participation Rate Strategy
Page 42 FIA in an Optimized Portfolio
Page 65 Sustainable Withdrawal Rates
Page 94 Timing Risk
Page 46 Favorite Fixed Income Alternative
Page 80 The Matrix - Perception vs. Reality
Page 178 7% is more powerful than you think
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To discuss how you can incorporate the concepts and tools outlined in the book, Redefining Retirement: A Safe and Secure Way down the Mountain, fill out the form below or give us a call at 877 595 9325