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MASTERCLASS: Retirement Income

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This panel explores key components of a strong retirement plan, some of the risks to the success of a retirement income plan, and the latest research on life expectancies. We also cover the role that annuities play in retirement income planning, misconceptions surrounding lifetime income, why adoption has lagged, and how and when advisors can be having productive conversations with their clients about retirement income planning.

  • Tom Corner, Regional Director, Midland Advisory
  • Rick Unser, Partner & Managing Director, Lockton Retirement Services, An Offering of Creative Planning

Sources:

IRS Single Life Expectancy Table

US Department of Labor Characteristics of defined benefit retirement plans in 2022

Record-High Annuity Sales Supporting Credit

CE Credit