Planning For Longevity - Strategies To Meet Expectations

You and your clients have a good chance of living longer than you think. The actuarial tables are changing. With the hope and expectation of a good, long life your clients stand a very real chance of outliving their money. Planning scenarios to address longevity will be more important than ever. In this segment Joe Montgomery, Managing Director- Investments of the Optimal Service Group of Wells Fargo Advisors addresses how to talk with clients about longevity and long-term strategies and why it’s different than how you might have framed it in the past.

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  • 10 mins 03 secs