Given current market volatility and concerns about the economy, last year’s investment disappointments, and persistent inflation, advisors and their clients are rethinking the risks surrounding retirement income.
To find out how these changes are affecting retirement income planning, WealthManagementIQ recently conducted an in-depth survey for Allianz Life Insurance Company of North America (Allianz), involving advisors across all distribution channels. The survey results, the subject of the new report, “Retirement Income & Risk Planning 2023: Looking Beyond Today,” reveals how risk management is shaping how advisors and clients are planning for the future.
This webinar will offer the first live look at the report’s key findings, as well as explore takeaways that can make an advisor’s retirement planning efforts more productive. Specifically, the webinar will discuss:
- Why risk management continues to be the top strategic planning priority for advisors.
- What clients fear most: Running out of money.
- The state of client preparedness for retirement.
- How current conditions are causing clients to adjust expectations.
- The investment products clients are most interested in now.
- Which annuity types have doubled in popularity.
All registrants will receive a free copy of “Retirement Income & Risk Planning: Looking Beyond Today.”
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Produced by WMIQ
Strategic Partner
For Financial Professionals Only.
Mark Bruno - Host
Managing Director, Wealth Management
Informa Connect
Kristin Letourneau, PhD
Vice President, Research
Informa Engage
Corey Walther
President, Allianz Life Financial Services, LLC
Allianz Life Insurance Company of North America
