If you have older clients
when is “managing their money,”
not enough to protect their assets as they age?
Your traditional focus in planning clients' retirement MUST CHANGE.
Longevity in clients is forcing a change in strategy for retirement spending
Planning for long term care and longevity must go hand in hand
<!-- /* Font Definitions */ @font-face {font-family:"ＭＳ 明朝"; mso-font-charset:78; mso-generic-font-family:auto; mso-font-pitch:variable; mso-font-signature:1 134676480 16 0 131072 0;} @font-face {font-family:"Cambria Math"; panose-1:2 4 5 3 5 4 6 3 2 4; mso-font-charset:0; mso-generic-font-family:auto; mso-font-pitch:variable; mso-font-signature:3 0 0 0 1 0;} @font-face {font-family:Cambria; panose-1:2 4 5 3 5 4 6 3 2 4; mso-font-charset:0; mso-generic-font-family:auto; mso-font-pitch:variable; mso-font-signature:-536870145 1073743103 0 0 415 0;} /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {mso-style-unhide:no; mso-style-qformat:yes; mso-style-parent:""; margin:0in; margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:12.0pt; font-family:Cambria; mso-ascii-font-family:Cambria; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"ＭＳ 明朝"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Cambria; ms--Making money last when clients live to be 100 may not be the new Normal
Team Member 1
Company Role
Aenean consectetur ipsum ante, vel egestas enim tincidunt quis. Pellentesque vitae congue neque, vel mattis ante. In vitae tempus nunc.
Team Member 1
Company Role
Aenean consectetur ipsum ante, vel egestas enim tincidunt quis. Pellentesque vitae congue neque, vel mattis ante. In vitae tempus nunc.
Team Member 1
Company Role
Aenean consectetur ipsum ante, vel egestas enim tincidunt quis. Pellentesque vitae congue neque, vel mattis ante. In vitae tempus nunc.