For decades the financial services industry focused almost solely on helping clients accumulate and grow assets with very little thought on how they would use those assets to generate income after they retire. Yet, according to June 2024 Federal Reserve data, Baby Boomers are the wealthiest generation in the U.S., holding $78.55 trillion in assets, and require retirement income plans. Providing these specialized planning services represents the greatest market opportunity for financial advisors since the industry’s inception.
Join us for a moderated discussion with Phil Lubinski CFP®, a nationally recognized expert, author and thought leader in retirement income distribution. Phil was the first to develop the bucketing approach to distribution in the early 1980’s, co-developed three retirement income technologies based on this approach, trained thousands of advisors on retirement income distribution best practices and helped hundreds of his own clients experience successful and financially secure retirements.
During this session you will learn about:
- How various distribution strategies deal with the many unique risks in retirement
- How today’s retirees are different from the prior generation and what they are seeking from their financial advisor
- The unique aspects of retirement that demand the insurance and investment worlds be partners, not adversaries