Accepted for 1-hour CFA®, CIMA®, and CFP® credit
The range of retirement risks may be broader than you think. While most investors are familiar with accumulation and decumulation, fewer account for a phase called pre-retirement, a "hazard zone" between the two with its own distinct set of risks.
Join us as we explore a diverse array of index-based tools designed to simplify management of all three phases of retirement risk.
Topics will include:
- Reinforcing core exposure with strategies designed to stabilize volatility and defend against losses during sustained market declines
- How fixed indexed annuity solutions have evolved to become income generators and risk mitigators and may be combined with other risk-managed strategies
- How indexing is bringing more sophisticated and customized risk solutions to the target date landscape