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Meeting the Retirement Income Challenge


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