Creating an income strategy for retiring clients is one of the biggest responsibilities that financial advisers face. Most clients will enter retirement with a limited amount of wealth that must be managed to meet their needs for the rest of their lives.
Download this paper to learn:
Why now is the time to assess your approach to income planning
The risks associated with traditional income portfolio models
How you can protect your clients’ investments from riskier portfolios
How to avoid the pitfalls associated with income portfolio construction