What You'll Discover Inside the Guide:

Retirement income planning isn’t just about numbers, it’s about navigating a complex mix of emotional, financial, and longevity-based concerns. This guide helps you master it all with practical insights and actionable steps, including:

- Proven ways to uncover and shape your clients’ retirement goals and vision

- How to inventory assets and liabilities with an eye on real-world spending needs

- Strategies to protect income against inflation, healthcare costs, and market volatility

- Risk mitigation tactics for longevity, taxes, public policy changes, and more

- Insights into family dynamics and how they affect financial planning

- Guidance on tax-efficient distribution strategies and RMD planning

- Worksheets and tools to guide deeper, more meaningful conversations with clients

This isn’t just theory. It’s a real-world roadmap to help you stand out as a retirement income expert, while delivering more value to every client you serve.

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