Our Video Library contains more than 300 video interviews with many of the nation's leading retirement income experts on a broad range of topics. To get acquainted with the basics of retirement income planning, start with the Retirement Income 101 Playlist, a collection of nine short videos. To get a sense of the scope of the issues that need to be addressed, go to the retirement risks and retirement statistics topics. Then move on to the retirement income strategies topic to understand the range of solutions that are available.
Retirement Income Certified Professional®
The Retirement Income Certified Professional® (RICP®) is an advanced designation appropriate for individuals working in the retirement income planning field and for those with a general background in financial services. Many professionals who hold other designations and work with clients on retirement income planning will want to pursue this valuable education.
While many advisors are experts at wealth accumulation, there is an urgent demand for practical ways to structure effective retirement income plans. The risks clients face—economic and market uncertainty, inflation, outliving available income, changes in social safety nets, and rapidly escalating healthcare costs—mean financial professionals need all the latest thinking and techniques to serve their clients’ changing needs.
Retirement Income Planning Resource Guide
A comprehensive list of links to organizations, research, and other resources relevant to financial advisors working in the area of retirement income planning.
Resources for Seniors
A comprehensive guide for financial advisors working with older clients that provides easy access to organizations and research, as well as resources and services available to seniors.
12 Expert Financial Planning Tips for 2017
Helping your clients stay the course with long-term financial goals can be a challenge. According to a 2015 study from Northwestern Mutual, as many as 21 percent of Americans are “not at all confident” that they will achieve their financial goals. So how can you confidently guide your clients to financial security and stability in 2017 and beyond?
Professor Jamie Hopkins asked 12 leading financial planners and professors at The American College of Financial Services to give their tips for helping your clients secure an optimal financial outlook. These faculty members possess in-depth knowledge in all key financial planning areas and educate thousands of financial services professionals every year. View the blog post to get their insights and learn how you can help your clients maximize success in 2017.
6 Ways to Use Life Insurance
Experts suggest using life insurance strategically as part of a comprehensive retirement plan. Here are 6 ways to do that.
DOL Rule Timeline
This timeline includes milestones related to fiduciary duties and the rise of the DOL fiduciary rule.
Retirement Risk Solutions
This document was built for the Retirement Income Certified Professional® (RICP®) designation program for financial advisors. Building a retirement income plan starts by making sure that the client’s income needs and other financial objectives are met. But after that is the tough task of evaluating all the risks that retirees face, and developing a plan to address each one. This document identifies 18 risks in six different categories. With each risk, we define the risk, provide an example, identify facts that describe the magnitude and scope of the risk, and offer a wide range of possible solutions.