In a podcast episode released today, partner Anne Aldrich spoke with Advisorpedia about our PRIP studies conducted for the Alliance for Lifetime Income. She discussed the changing views on the security of retirement as well as how financial professionals and consumers can bolster their retirement planning.
Anne and host Doug Heikkinen also covered:
- The difference between the views of investors and advisors relating to retirement income protection
- The opportunity for financial professionals to clarify the purpose and alternatives within the retirement planning process with their clients
- Advisor’s appreciation for the role that annuities can play in their client’s portfolio
- Peak 65 and the 60-40 portfolio
- And much more
Thanks to Advisorpedia for having Artemis on to share this important, interesting research.