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Guaranteed Income: The Forgotten Household Asset

April 2024  |  60 minutes
This webinar is for financial professionals only.

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Guaranteed income is more than cash flow.

It’s the largest financial asset for most retirees. Yet, the role of guaranteed income in a financial plan is generally treated as a method to fund retirement liability.

Join David Blanchett to explore why guaranteed income needs to be considered more fully in a financial plan. It affects spending and investment. It has an ongoing impact on portfolios. And, especially today, it can be worth more than other assets.

You’ll learn:

  • How to position guaranteed income in a balance sheet
  • Why probability of success is the wrong metric
  • Methods to evaluate the true benefits of guaranteed income
  • How to optimize spending strategies for today’s environment

Don’t leave guaranteed income with a minor role in your client’s portfolios!

About the Host

Jim Dobler joined Ash in Jan. 2022 to develop our new Retirement Advanced Planning department. As a self-proclaimed data nerd with over 20 years in the industry, he loves looking at existing policies and comparing the solutions available on the market. In previous roles, Jim has been a financial advisor, a wholesaler, the head of sales for CANNEX and the president of an insurance agency.

Featured Speaker

As Managing Director and Head of Retirement Research for PGIM DC Solutions, David Blanchett, PhD, CFA, CFP®, develops research and innovative solutions to help improve retirement outcomes for investors with a focus on defined contribution plans. He is an Adjunct Professor of Wealth Management at The American College of Financial Services and Research Fellow for the Alliance for Lifetime Income.