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Advising Clients about Longevity Risk.

Authors :
Asebedo, Sarah D.
Source :
Journal of Financial Service Professionals; Jul2017, Vol. 71 Issue 4, p16-19, 4p
Publication Year :
2017

Abstract

This column provides the new planner with a basic technical and communication skill framework that can be used when advising older clients about longevity risk. When technical and communication skills are strong, age disparity no longer matters, and the planner and client can focus on the issue at hand--managing longevity risk. [ABSTRACT FROM AUTHOR]

Details

Language :
English
ISSN :
15371816
Volume :
71
Issue :
4
Database :
Complementary Index
Journal :
Journal of Financial Service Professionals
Publication Type :
Academic Journal
Accession number :
124401109