Longer lives are transforming financial advice. This special feature from the Mid-November 2015 issue of Investment Executive examines such topics as helping single retirees, using insurance-based income products, helping clients manage debt in retirement, planning for longevity and much more.
November 23, 2015As average lifespans continue to set new records, some financial planners are routinely planning on the basis that clients will live to 100 years old. Review some of the key areas that your clients need to be aware of to retain quality of life
The number of clients who are retiring with mortgages and large credit card bills is increasing. The solution lies in planning and client/advisor communication
Without employment income to steady volatile markets, retirees often look to insurance-related products, such as seg funds and other investment vehicles offering guaranteed returns, to provide predictable income flows and benefits
People in Canada who are single now outnumber those who are part of a couple. These singles are used to running their own show. However, these clients still have special planning needs that financial advisors can help with
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Disability insurance, annuities and much more