Upcoming Event Snapshot

In just a short time, the industry will be facing an advisor shortage of nearly 400,000 professionals. Distributors must find ways to engage with and recruit younger advisors, who demand new ways of doing business. Meanwhile, advisors preparing to retire must do so in order to court younger advisors for succession planning. How is this being done on all sides of distribution? And what do younger advisors really want and expect from the industry?

NAIFA and NAFA are pleased to offer this webinar in partnership for National Annuity Awareness Month.

Join us for our Q3 "State of NAIFA" of 2021 webinar . We will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update of NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.

In this session, RICP Program Director and Professor of Retirement Income at The American College, Wade Pfau, PhD, CFA, RICP joins Fairway Independent Mortgage's National Reverse Mortgage Director, Harlan Accola, CRMP for an in-depth discussion of  how they approach risk retirement income management, and an overview of the practical implementations to managing sequence risk they consider including, delaying Social Security, using annuities with lifetime spending protections, employing a rising equity glide path in retirement, using a time segmentation or bucketing strategy, or creating a “buffer asset” with a reverse mortgage or whole life insurance.