Part 2: Why You Need a Clearly Defined Income Distribution Process
Many advisors have developed successful plans for guiding clients right up to the day they retire. But then what? Retiring clients expect an advisor to have a clearly defined process for switching strategies from accumulation to income distribution.
Without one, advisors are at risk of losing their business.
This second installment of our two-part webinar series on income distribution is scheduled for Wednesday, May 30th at 11 AM EDT.
Zach Parker, Securities America’s vice president of wealth management and product strategy, will highlight why an advisor needs an income distribution process and four critical factors they’ll need to consider when developing one for their clients.