Total Retirement Income Planning: Personalized and protected – Credit hours: 1

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Credit hours: 1 | See registration page for state approvals
Intended for CFP, CPE, CLU/ChFC & CIMA

The course discusses the shortfalls of common approaches to retirement income planning (such as the 4% Rule) in that some strategies lack the level of personalization many clients desire. Alternative strategies (such as bucketing or an income floor approach) provide for greater levels of personalization, solving for each individual s unique projected spending needs and personal preferences for guaranteed income in retirement.