Building a Retirement Income Practice

April 14, 2017
By:
David Littell

There is a lot to consider when building a retirement income practice. Video interviews with Michael Kitces, Tom Hegna, and Peter Stahl address these issues.

A Shortcut for Determining Retirement Expenses

April 7, 2017
By:
David Littell

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.

Taking a Deeper Look at Long-Term Care and Retirement Planning

March 31, 2017
By:
David Littell

Here is a series of videos filmed with Anna Rappaport, Chairperson of the Society of Actuaries’ Committee on Post Retirement Needs and Risks.

The American College New York Life Center for Retirement Income asked Greenwald & Associates to conduct the 2017 RICP® Retirement Income Literacy Survey, a comprehensive survey testing retirement income literacy. The goal was to determine whether retirees and pre-retirees have the knowledge they need to successfully plan for a financially secure retirement. This survey is a follow-up of the 2014 RICP® Retirement Income Literacy Survey, which had a similar methodology and questionnaire.

This survey was given to retirement income professionals holding the RICP® designation as we approached a new Presidential administration and as the stock market neared an all-time high. The goal of this survey was to see how those events affected how the professionals approached retirement income planning and whether those issues were weighing on their clients.

View the study's key findings.

The Complexity of Long-Term Care Planning

December 22, 2016
By:
David Littell

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.

Don’t Cancel that Universal Life Policy!

September 13, 2016
By:
David Littell

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.

Medicare Planning Playlist

August 29, 2016
By:
David Littell

In this playlist, we have a series of lectures from Dr. Katy Votava, a nationally known expert on health care choices in retirement, discussing how financial advisors can help their clients address these issues.

Developing a Retirement Income Plan

March 16, 2016
By:
David Littell

As retirement income planning is still a relatively new discipline, advisors may not have a clear process for developing a plan. Here are 10 steps for developing a robust retirement income plan that addresses the client’s income needs, the various risks that clients face in retirement, and legal and tax issues that impact the plan.

Social Security April 29 Grandfather Deadline Fast Approaching

April 14, 2016
By:
David Littell

As most advisors are well aware, two Social Security strategies that have been used by married and divorced couples were recently eliminated and each has a different grandfathering rule. Watch the webcast that discusses these rules and deadlines in depth.

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