With traditionally “safe” investments like bonds unable to generate income for retirees as they once did, advisors are seeking yield in riskier investments that can expose clients to additional risks in retirement. In this webinar, we will demonstrate the impact of interest rate risk on today’s retirement portfolios and walk through strategies to generate safe income in a retirement portfolio. Join this session to learn how incorporating annuities into a financial plan can address risk and provide a reliable income stream for retirees.
Learning Objectives:
- The historical context for today’s fixed income yields and what to expect moving forward
- How interest rates impact retirement plans, looking at a range of income scenarios
- New income comparison and modeling tools that demonstrate the income-generating potential of fixed income and low-cost annuities using current market return assumptions
Featured Speakers
Jackson is passionate about helping advisors organically grow their AUM while improving client outcomes. Prior to joining DPL, Jackson led the startup of MDM CPG, bringing a new brand of butter cookies to the marketplace. He also spent time as an internal wholesaler with Lincoln Financial Group. He attended and played collegiate football at Villanova University, where he graduated with a degree in finance. Jackson holds his SIE, Series 6, and Series 63 licenses.