Social Security: Your Questions Answered
August 25, 2015
3 Doors to Estate Planning
August 25, 2015Income for Life Model: NextPhase, Retirement Income Distribution Solutions
$25.00
The Income for Life Model® is an investment strategy with the objective of providing inflation-adjusted income for life. The strategy allocates assets in a manner that places a heavy emphasis on guaranteed streams of income that continue over long periods of time. This is extremely important because Americans are increasingly being forced to rely upon their own retirement savings to create the retirement income they will need. With longevity increasing and interest rates low, creating durable streams of retirement income can be challenging. The Income for Life Model® provides a sound foundation for creating that income.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John Jenkins, AEP, EA, CFP
Click play to watch a short video about ‘Income for Life Model…’
The Income for Life Model® is an investment strategy with the objective of providing inflation-adjusted income for life. The strategy allocates assets in a manner that places a heavy emphasis on guaranteed streams of income that continue over long periods of time. This is extremely important because Americans are increasingly being forced to rely upon their own retirement savings to create the retirement income they will need. With longevity increasing and interest rates low, creating durable streams of retirement income can be challenging. The Income for Life Model® provides a sound foundation for creating that income.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John Jenkins, AEP, EA, CFP
Click play to watch a short video about ‘Income for Life Model…’
Related products
-
Add to cart
Curiosity in Counseling
$75.00This series focuses on the deeper themes when considering what is “behind the conversation” and how to navigate through it when the time presents itself. Having an understanding that goes beyond the surface of hearing what is said, but asking appropriate questions to get to the underlying issue behind it all, has a lot to do with a proper approach to curiosity. In this session, you will learn necessary tools on what to say and how you say it during your conversations with other professionals and/or clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri and Stephen Mancini
Click play to watch a short video about 'Curiosity in Counseling'
-
Add to cart
ElderCounsel
$25.00Our population is aging rapidly while long-term care costs continue to rise. Now more than ever seniors and their loved ones are concerned about how to find and pay for long-term care. Assisting seniors and their families with planning to cover these issues before a health care crisis occurs is a valuable service that very few attorneys are currently offering. In this session Valerie will show you how you can leverage your estate planning knowledge to offer a different type of asset protection for a very special segment of our population – our seniors.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Valerie Peterson
Click play to watch a short video about ‘ElderCounsel’
-
Add to cart
The Biggest Boogie Man for Baby Boomers and Beyond
$25.00When planning for retirement, the primary focus for most of our clients is to determine how much income they will need to maintain their style of living. And if they are really on top of it, they may have created a trust to maintain control of their assets at incapacity or after death. Too often, however, our clients do not discuss or plan for the probable fact that at least one spouse is going to need long-term care. How will they pay for it and not leave the well-spouse impoverished? Join Rich and Scott as they do a deep dive into several payment options you might not have realized were options at all!
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Rich Kupetsky, CLTC, SVP, Capitas Long Term Care and Scott Stewart, Esq.
