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Longevity: Preparing Clients For a Lasting Retirement

Now Available On Demand

Carlo Cordasco, MSM, RCC, CRPC, RICP, CLTC, CHSA
National Field Director
Nationwide Retirement Institute®

 

Steve Vernon, F.S.A
President, Rest-of-Life Communications
Research Scholar, Stanford Center on Longevity

 

David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com

 

With half of 65-year olds expected to live beyond their late 80s*, building a long-term retirement income plan is more important than ever.

Learn more about longevity risk and explore strategies to help your clients mitigate the challenges of a long retirement. 

Three Takeaways:

  • Helping clients understand longevity risk
  • Planning for health care and long-term care costs in retirement 
  • Stretching income through Social Security optimization and tax-efficient planning

*LIMRA Retirement Income Reference Book, 2018

CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

SPONSORED BY

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Nationwide and Wealth Management are separate and non-affiliated companies.

Nationwide, the Nationwide N and Eagle, Nationwide is on your side, and Nationwide Retirement Institute are service marks of Nationwide Mutual Insurance Company.