Grow your business webinar – illustrate the power of annuities in retirement planning May 2017.

Slides:

Advertisements

Similar presentations

Retirement Systems and Their Contributions to Capital Markets … The 401(k) Experience in the U.S. John J. Palmer.

Advertisements

What Works Women’s Forum – “Thinking Long-Term” Health & Financial Planning August 17, 2013 Jackie Mitchell Edwards, CIMA®, CRPC® Charles Schwab Independent.

Presentation from Group 3. Introduction What is RISK? Risk is the potential that a chosen action or activity (including the choice of inaction) will.

Group 6.  Definition: a plan for setting aside money to be spent after retirement. ◦ Individual retirement account (IRA )  contribute a limited yearly.

Welcome to the Professional’s Approach to Rollover Concepts Presented by: LFM Fixed Strategies Insurance Services Florian Spinello Lauren Carrasco & Sarah.

Planning for Retirement Needs Determining Postretirement Monetary Needs–Case Study Chapter 22.

The Retirement Problem: Why to start saving now By: Lauren Wederich

Five Threats to Your Retirement Security. Five Major Threats Outliving Your Money Effects of Inflation Investment Performance Excessive Withdrawals Healthcare.

1 LTC Planning Options… -Three ways you can fund your LTC plan 1. Use your own personal or family’s savings & investments - Self Insure - Self Insure 2.

AIM Why is it important to invest for retirement? DO NOW What are different sources of income we can use for living expenses after retirement? INVESTING.

Contractual Savings Conference Larry Zimpleman Executive Vice President Principal Financial Group April 30, 2002.

April, 2007 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Retirement Test Drive.

In-Plan Retirement Income Solutions: Offering a Defined Benefit solution in your 401(k) Plan Moderator: Rick Unser, AIF, QPFC, CRPS, Lockton Investment.

Life Events and Savings Cycle Potential Life-Cycle Events -Continuing with further and higher education - Starting work - Buying a car - Setting up a.

Changing Client Solutions for a Changing LTC World 1 Hour.

Retirement Changed dramatically in the United States over the past 30 years Individuals are living longer and are healthier More individuals are retiring.

Paying for long term care insurance: The pros and cons of different payment methods Les Mayhew Ben Rickayzen David Smith.

Index Annuity Basics.

Fixed Income INCOME OPTIMIZATION.

Principal Lifetime Income Solutions II Variable AnnuitySM

Retirement Health Care

Changing the way we view Long-Term Care Insurance

Retirement Health Care Part 1 - Incorporate Health Care Cost into Retirement Planning Ted Denbow - VP Head of Sales.

Social Security: When is the right time to start your benefits?

Tax Efficient Distributions

How to Win Clients by talking about Social Security optimization

Tax Advantaged Distribution Strategy

Personal Finance Annuities

Economics Ms. McRoy-Mendell

Attract Gen X/Y clients using debt management

ISSUES IN THE PAYOUT PHASE

Longevity What does it mean to you?.

Indexed Annuity Withdrawal Benefits

The Importance of Saving for Your Retirement

Principal Select Series AnnuitySM

Preparing for (mass) retirement

Developing life annuity products in Africa

Reverse Mortgage Funding Social Security Delay

Retirement What is retirement – however you define it

ADVANCED RMD PLANNING.

WHAT IS AN IDEAL Living Annuity Investment?

How can a reverse mortgage help? Uses for a reverse mortgage What is a HECM? How can a reverse mortgage help? Uses for a reverse mortgage Learning.

University of Northern British Columbia DC Pension Plan AGM Update

The Income Flow Presentation

Retirement Plans and Mutual Funds

Understanding Required Minimum Distributions

Joe Cowling, Managing Director of Partnerships

Personal Inventory GPS: GUIDED PLANNING SERVICES

Impress your clients and prospects with a discussion on the Tax Cut and Jobs Act (TCJA) Ted Denbow VP, Head of Sales.

How to Win Clients Near Retirement by Focusing on Tax Efficient Distribution Strategies Joe Cowling, Managing Director of Partnerships.

Retirement Planning Basics

Personal Finance Retirement Planning – 1 Employer Plans

Legislative Birthdays

The Revolutionary Statement, Notice and E-Statement Delivery Solution

Life & Health Insurance Chapter 12

4 Steps to Successful Selling

GIF Leverage Concepts RRSP vs Leverage.

Case Study: Finding Income in a Low Interest Rate Environment

ASSET ALLOCATION & INVESTMENTS

Understanding your PERSI Base Plan

2017 Book of Business Results Higher Productivity/Satisfaction

Marie-Lise Tassoni & Kyle Audley 15 January 2019

Planning for Retirement

How Long Should You Work? Planning for a Secure Retirement

Personal Financial Planning

Stable, Predictable, Guaranteed: Asset-Based LTC Paid for Annually

Business Math Chapter 10.

Requirements report should be on 8 by 10 paper with your name in the upper right corner and stapled. There are 10 pages to the exam including the cover.

Additional slides that may be useful

INTRODUCTION TO PERSONAL FINANCE

Presentation transcript:

Grow your business webinar – illustrate the power of annuities in retirement planning May 2017

Retirement Income Key components of retirement income sources Social Security Pensions Annuities Withdrawals from savings Key risks associated with retirement income What if market goes down What if I live longer What if inflation is higher What if health care expense is higher

Case Study 1 - Meet the Brady's Mike and Amanda: married Current ages: 56/54 Target retirement age: 65/63 Salary: $150,000/ $75,000 Social Security: 65/65 Monthly expenses in retirement : $8,000 Invested assets: $ 1.5mm qualified $ 100,000 non qualified

DEMO – Case Study 1

In-force Annuity

Case Study 2 - Meet John Adams John: single Current age: 63 Target retirement age: 65 Salary: $100,000 Social Security: 65 Monthly expenses in retirement : $4,500 Invested assets: $ 400k qualified $ 170,000 non qualified

DEMO – Case Study 2

Multiple Annuity Scenarios

Multiple Annuity Scenarios

Multiple Annuity Scenarios

Take Aways Show the power of in force annuities Enable your clients to see the potential impact of numerous annuity solutions Book a demo to see the broad capabilities of RightCapital Start a free trial to test how RightCapital can help you engage your clients and grow your business.