Profiting From Retirement Planning
Advisor Today (06/01) Vol. 96, No. 6 p.88; Hakim, Danny

Investment advisors can capitalize on the current retirement planning trend if they offer comprehensive, easy-to-understand financial plans. Financial planners can accomplish this by providing information, service, assistance and advice in the following areas: calculating the income needed in retirement; selecting options for pay outs; developing a retirement cash flow analysis; and constructing proper asset allocation for retirement plans. What is more, older financial professionals should have a better shot at tapping into this market than their younger colleagues because they are on the verge of retiring themselves and have a better understanding of what is involved and what concerns retirees.


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