There’s no single retirement plan that works for everyone. The best retirement plan is the one that works for your client’s unique needs. This episode covers what is needed to manage a risk that many of us haven’t thought about: the risk of living too long in retirement. When it comes to retirement, hope is not a strategy. You have to have a plan.
Tune in to hear host Bob Rogers, CLU, ChFC, and Head of Academic Content at The National Alliance, and special guest Charlie Matejowsky, CIC, LUTCF, and VP of Financial Services for Van Dyke Rankin discuss everything you need to know about current retirement strategies and products. Get the podcast now!