With trillions of dollars in U.S. retirement market assets, the importance of helping clients develop an effective drawdown strategy is key to helping their income last as long as they do. You will learn:
1. Developing a time horizon to support clients’ standard living in retirement
2. Potential tax scenarios for current and future situations and how those may affect the surviving spouse after the first death
3. Potential estate transfer strategies to help fulfill legacy desires and provide for beneficiaries
With trillions of dollars in U.S. retirement market assets, the importance of helping clients develop an effective drawdown strategy is key to helping their income last as long as they do. You will learn:
1. Developing a time horizon to support clients’ standard living in retirement
2. Potential tax scenarios for current and future situations and how those may affect the surviving spouse after the first death
3. Potential estate transfer strategies to help fulfill legacy desires and provide for beneficiaries
Speaker:
Kelly LaVigne
Vice President, Advanced Markets and Solutions, Allianz Life Insurance Company
Premier Continuing Education (CE):
- 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
- One year from the date purchased