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
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?
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