Our expert faculty are frequent contributors to consumer-based media as well as to more scholarly academic publications. Keep current with recent developments in the retirement income planning field and check out the latest articles from the thought leaders who are part of the The American College New York Life Center for Retirement Income.
Consumer studies continue to identify health care and long-term care costs as top concerns. Advisors helping clients prepare for retirement need to be able to help clients address these issues. In these videos, Jamie Hopkins and Kishon Pinckney interview Peter Stahl, one of the leading speakers on this subject.
In this series of interviews, we talk with retirement income expert Curtis Cloke about using income annuities in a retirement income plan. The conversations include a discussion of the role of income annuities in retirement income planning, how Qualified Longevity Annuity Contracts (QLACs) fit into planning, and more.
The 2017 RICP® Retirement Income Literacy Survey once again reminded us that consumers do not know a lot about retirement income planning. Encourage your clients to watch these videos made for consumers in which Anna Rappaport talks about three important retirement concerns.
In 2016, several Social Security claiming strategies for couples were eliminated, and the result of this event caused advisors to rethink traditional withdrawal strategies. In this series of interviews, Michael Kitces shares his current perspective on the issue of claiming Social Security.
In a video interview with Curtis Cloke, CLTC, LUTCF, RICP®, Principal of Acuity Financial and Thrive University, and a regular contributor to the RICP® curriculum, we discuss a shortcut for determining retirement expenses.
In our new video playlist “The Complexity of Long-Term Care Planning,” Dr. Sandra Timmermann addresses three areas not often discussed: the costs to caregivers, the challenge of hiring quality care, and the importance of care coordination.
Occasionally a client has a universal life insurance policy that is not meeting expectations. When this happens, keeping the policy in force requires larger additional premiums than the client can afford or that would make sense based on the death benefit involved.