How protected income can lead to a more satisfying retirement

Research by Wade Pfau and Michael Finke shows that having additional guaranteed income above and beyond Social Security boosts client satisfaction. This video explains just how much protected income makes a difference.

How a personalized approach for retirement income drives client confidence

Many clients find it jarring to switch from accumulating wealth to spending it. For some, a cookie-cutter income plan, such as the 4% rule, just doesn’t feel right. This video explains the value of a personalized approach.

Integrating protected income into your client's retirement income plan

Customizing an income plan around a client's unique expenses helps avoid spending shocks and reduces risk. This video discusses strategies to consider as you layer in protected income to help cover what matters most to your client.

Developing a personalized income strategy based on client preferences

Dr. Wade Pfau’s research has identified 4 client preferences for retirement income strategies. This video shares cues that can help you better understand a client and adapt your planning strategies around their unique style.