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Why R.I.S.K. it: Addressing 6 retirement risks

Caleb J. Callahan, CFP

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Despite the emphasis on asset accumulation, the greatest potential for ruin is during the distribution phase of retirement. Callahan shows how you can help clients make the transition from traditional accumulation planning to effective distribution planning. Learn how a combination of insurance products, broker-dealer securities products and advisory services can work together to create holistic solutions for clients. Shift insurance and investment planning from a product-centric approach to a process-centric approach in order to energize your practice and create maximum value for both clients and advisors.

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