A key issue with retirement income is longevity, especially for women. Christine Russell, TD Ameritrade, talked with Chris Allen, Investius, at RIIA’s 2017 Summer Conference about the value of planning to manage this challenge.
RIIA’s RMA online program can help you understand the client’s situation and develop a strategy for managing this risk. Learn more at www.riia-usa.org. The next class begins in early 2018.