This research compares retirement income strategies with and without whole life insurance for pre-retirement households who are planning ahead for how to best position their assets for retirement. One strategy considers the permanent death benefit supported through whole life insurance to be integrated into a retirement income plan by helping the retiree to justify the decision to buy an income annuity and to overcome the behavioral hurdles that lead to the annuity puzzle.

Ten Reasons Why the 4 Percent Rule Is Too Simplistic

March 1, 2014
By:
Wade Pfau

Help your clients plan for their retirement by considering the bigger picture.

Innovations in Retirement Income Planning

September 1, 2014
By:
Wade Pfau

Software can give you the edge to stay ahead of your financial services competitor.