Thursday, February 25, 2010
Annuities can limit longevity risk, expert says
By integrating annuities into financial plans, advisers can take precautions against their clients’ outliving their assets, according to a retirement income planning expert.
Farrell Dolan, principal of Farrell Dolan Associates, yesterday led a presentation entitled “Income Strategy for Advisers,” at the Insured Retirement Institute’s annual marketing conference in New York. There, he presented what he dubbed “The Four Box Strategy of Income Planning,” a model that divides retirees’ expenses into essential and discretionary categories and then splits up the assets to tackle both needs...
Investment News: Annuities can limit longevity risk, expert says
Farrell Dolan, principal of Farrell Dolan Associates, yesterday led a presentation entitled “Income Strategy for Advisers,” at the Insured Retirement Institute’s annual marketing conference in New York. There, he presented what he dubbed “The Four Box Strategy of Income Planning,” a model that divides retirees’ expenses into essential and discretionary categories and then splits up the assets to tackle both needs...
Investment News: Annuities can limit longevity risk, expert says
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