Name
Portfolio Management and Product Track — Panel 3: Longevity Planning: Delivering Advice and Income
Date & Time
Wednesday, November 10, 2021, 12:15 PM - 1:00 PM
Description

Longevity planning and the transition to decumulation are not new, but the challenges are. The sheer number of aging consumers globally combined with increasing life expectancy increases the potential shortfall of clients in meeting their income needs and wants. This panel will address how wealth management firms are delivering longevity/retirement income planning, including:

  • Understanding the decumulation opportunity and challenges
  • The scope of services tied to longevity planning and retirement
  • Managing retirement income portfolios, including income needs/wants, risks, investment products, and use of guaranteed income solutions.
  • Tools and technology used to support longevity planning
Moderator:
Dennis Gallant