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How to Use Longevity Protection and Guarantees to Create Better Retirement Outcomes
Expert Opinion September 11, 2025 at 10:40 AM
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What You Need To Know
- For clients seeking some type of guarantee or longevity protection, there is a matrix of potential solutions.
- Many advisors prioritize building efficient portfolios while mostly ignoring longevity protection. I think this is a mistake.
- The specific lifetime income product selected is a lot less important than getting a client to use one in the first place.
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