The Complete Guide To Annuities – Lincoln Financial Group – 12.11.19

Summary:

Now On Demand.

Annuities can solve key retirement risks and fill critical income gaps for clients. Understanding the ins and outs of annuities not only sets advisors apart from their peers, but it empowers them with complete retirement income solutions and knowledge necessary to meet the comprehensive financial planning needs of their clients. Join us for this in-depth conversation that will cover:

• A complete guide to annuities
• Benefits, risks, and asset allocation considerations
• Case studies
• Fees and a historical performance perspective

Speaker:

Wade D. Pfau, Ph.D., CFA^®, is a Professor of Retirement Income at The American College for Financial Services in Bryn Mawr, PA. He also serves as the Director of Retirement Research for McLean Asset Management and inStream Solutions. He is a past selectee for the InvestmentNews “Power 20” in 2013 and “40 Under 40” in 2014, the Investment Advisor 25 list for 2014, and Financial Planning magazine’s Influencer Awards.

He is a two-time winner of the Journal of Financial Planning Montgomery-Warschauer Editor’s Award, a two-time winner of the Academic Thought Leadership Award from the Retirement Income Industry Association, and a best paper award winner in the Retirement category from the Academy of Financial Services. He is also a contributor to the curriculum of the Retirement Income Certified Professional (RICP) designation. He is a co-editor of the Journal of Personal Finance. He has also spoken at the national conferences of organizations such as the CFA Institute, FPA, NAPFA, AICPA-PFP, and AFS.

He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals. He hosts the Retirement Researcher website, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an expert panelist for the Wall Street Journal. His research has been discussed in outlets including the print editions of The Economist, New York Times, Wall Street Journal, and Money magazine.