PPT-CREATING RETIREMENT INCOME SECURITY

Brightstone C a p i t a l A d v i s o r s THE REALITY Retirees have had to increasingly shoulder the burden of seeing to their own financial wellbeing in retirement THE OBJECTIVE. The presentation (The Road to Retirement, ‘Charted Course or Aimless Wander’) and accompanying narrative was created by the Arkansas Securities Department. It is intended solely for educational purposes and cannot be copied, distributed, or used in any manner without the permission of the Arkansas Securities Department.. Brightstone. C a p . i. t a l A d v . i. s o r s. THE REALITY. Retirees have had to increasingly shoulder. the burden of seeing to their own. financial well-being in retirement.. THE OBJECTIVE. BLUEPRINT. Daryl Diamond CLU CHFC CFP. Diamond Retirement Planning Ltd.. We’ll Cross That Bridge ... The Perception. We’ll Cross That Bridge ... The Reality. Why the opportunity is so great!. Consumers are …. Retirement Security. How you can change the narrative. by telling . your. story.. The Retirement Security Crisis is real.. Traditional Private Pensions are disappearing. The Wall Street-caused economic collapse taught us that we can’t rely on 401k, home equity, or other savings to keep us secure in retirement.. The Case for Cash Value Life Insurance. Presented by…. Policies issued by American General Life Insurance Company and The United States Life Insurance Company in the City of New York, members of American International Group, Inc. (AIG). Courtney Coile. Wellesley College and NBER. Retirement Research Consortium Conference. August 7, 2014. Social Security and Retirement. Why we care: falling LFP of older men during period of rising SS benefits suggests . Chicago State University. Monthly Seminar. May 30, 2014. Project Director: Dr. A. . Hervani. Faculty Mentors: Dr. P. Aka; Dr. E. . Arnott. -Hill. Fellow: R. Spaulding. Baby Boomers. Elderly . Early retirees. A Retrosp. ective View. by James Poterba, Steven Venti, and David A. Wise. John Sabelhaus. Federal Reserve Board. These comments were prepared for the Retirement Research Consortium annual meeting in Washington, D.C., August 8. Imagine your client as a house.. Most of the times, all the doors and windows are locked. It is very difficult to get inside to build a relationship, identify needs and recommend solutions.. But, every once in a while, something comes about that will cause a door to open. Something happens where a client needs to make a financial decision. If you know when that door is going to open, you can walk in and help them identify their need and present your solutions.. in retirement. Using risk management strategies to meet retirement goals.. Topics for today. Challenges to prepare for in retirement. Considerations for achieving a successful retirement. Practical approaches to managing income. Understanding when and how to file for Social Security benefits. NRM-12743AO-NX. Disclosures. Information provided by retirement representatives for educational purposes only and is not intended as investment advice. Investing involves risk, including loss of principal.. in retirement. Using risk management strategies to meet retirement goals.. Topics for today. Challenges to prepare for in retirement. Considerations for achieving a successful retirement. Practical approaches to managing income. INVESTMENT PRODUCTS: NOT FDIC INSURED • NOT BANK GUARANTEE • MAY LOSE VALUE LEARNING OBJECTIVES Covers the changing nature of retirement. Encourages investors to visualize their ideal retirement and consider the realities and roadblocks to retirement savings they may encounter. Thomas Buckner. MRS Progra. m. I INTRODUCTION. . “. Effective . Retirement . Programs: Design Features and Financial . Education”. . designing retirement/individual . plans . and providing .