Retirement Strategies
Mechanics
The simple truth is, it's all about the relationship.

Retirement Strategies

Mechanics

Keeping it simple

Your goal is to ensure that your clients consider the income solutions available.  To do this, you must be skilled at reviewing and assessing a wide variety of strategies and products. Relying on basic math just won’t get the

job done.

Using the Rule of 72 (years to double = 72/Interest Rate), we all know that $100k invested today at 7.2% will equal $200k ten years from now. That’s basic point in time math.

But what’s the methodology to determine the value of a stream of income payments years into the future? How about if those payments increase over time? And how will different inflation scenarios impact those calculations?

Relax. We can get you up to speed on the various retirement income strategies available today. Together, we will find suitable income solutions for each of your valuable clients.