Retirement InSight and Trends is the quarterly newsletterr for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here.
This issue is no longer eligible for CE credit. Click here to see other free issues that you may read. Recent issues are eligible for CRC®, CFP®, CRPC®, ASPPA, the American College’s Professional Recertification Program (CLU®, ChFC®, CASL) and other CE credit when you pass the online exam.
The articles below comprise this retirement-specific newsletterr. Click on the links below to read each article online separately, or click here to view and print the issue in its entirety.
- “Managing Retirement Income: What Your Clients Need to Know” by Kevin S. Seibert, CFP®, CRC®, CEBS, Managing Director, International Foundation for Retirement Education (InFRE). Learn about helping your clients transition from accumulating assets to one of the most important concepts they will ever need to understand; how to make their retirement savings last a lifetime.
- “21st Century Longevity, Health, & Wealth: Preparing for Health Care Risks in Retirement” by Heather Holmes, Founder and CEO of Genivity. Health care is the single biggest expense during retirement, and costs can vary considerably. It’s also one of the top concerns of pre-retirees and their adult children.
- “Making Retirement Sustainable: Revisiting the Role that Income Annuities Can Play (2015)” Reprint of CANNEX Research. Every financial advisor knows that as your Baby Boomer clients plan for retirement, one of their main concerns is: How can I make sure my savings last as long as I need them to?
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