Designing Retirement Income
3 hrs. General Insurance CE Credit
Kendra L. Erkamaa
Summary/Objective:
How do you know that you will have enough money for your retirement years? This is a question asked quite often. With people living longer than ever before, what strategies will you employ to make sure that your lifestyle doesn’t change after retirement? In this class, we will look at the many retirement strategies such as pensions, annuity riders, and investment income to help clients live a confident and comfortable life in retirement. We will also visit the four key factors commonly overlooked. At the end of this class, we will review statistical modeling that is available in the industry to be able to account for many of the variables that impact the longevity of retirement portfolios.