Communicating with a Distribution Focus
Talking points on explaining and presenting Time Segmentation to your clients.
Intro to Time Segmentation
Learn how to discuss, implement, and track time segmentation.
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How Other Retirement Strategies Deal with Risk
A comparison of how various income distribution strategies address, or fail to address risks in retirement. -
Time Segmentation Mechanics and Philosophy
Learn about the fundamental building blocks and moving parts of a Time Segmentation plan -
Incorporating Time Segmentation into Your Practice
Learn about some of the possible implementation approaches to a Time Segmentation plan. -
Best Practices for Fact Finding and ROR Assumptions
Learn about fact finding before plan creation, and how to arrive at reasonable target rates of return. -
Funding and Implementing a Time Segmented Retirement Plan
Learn how to evaluate products and portfolio structures for funding income plans. -
Tracking Client Goals
Learn what plan metrics are important to track and how they are calculated. -
Best Practices for a Client Review
Learn about talking with your clients about plan performance and changes that could benefit the plan.