Retirement Income Planning Just Got a Black Ops Upgrade
Four Threats. One Answer. Let’s be honest: most retirement strategies out there look the same. Layer on some stocks, sprinkle in a bond ladder, add a little Social Security guesswork, and hope your client doesn’t live past 85 or get sick. That’s the plan? Meanwhile, your clients are quietly panicking about four things: Living too […]
RETIREMENT INCOME, REINVENTED: The Bold Strategy for Smarter Advisors
Is retirement income planning broken? Traditional methods may leave money on the table and clients exposed. But what if you could flip the script—turning retirement assets into a powerful, optimized income engine? That’s exactly what Retirement Asset Optimization (RAO) does, and it’s reshaping how financial advisors grow their business. On March 20, Mike Hoeflich and […]