 |  |  | | | | | | |  | Insightful videos featuring leading authorities discussing the latest
retirement strategies. | | | | | | | | Distribution Options
Featuring: Ameriks
| | | | | | | | | | | | | | | | Process Centric Advising
Featuring: Bernard
| | | | | | | | | | | | | Overlooked Retirement Network
Featuring: Barksdale | | | | | | | | | | | | | | The Perfect Storm: Planning in Today's Retirement Environment
Featuring: Sims and Lackey
| | | | | | | | | | | | | Investment Strategies
Featuring: Woerheide | | | | | | | | | | | | | | Decumulation Strategies
Featuring: Milevsky, Woerheide
| | | | | | | | This 59 minute video examines the techniques and strategies that can be used to properly spend-down retirement income. The insights provided contain some cutting edge thinking by leading experts about the proper use of immediate annuities and optimal allocation strategies for the non-annuitized portion of the retirement portfolio. | | | | | | | | | | | Annuity Issues
Featuring: Milevsky, LeMoine | | | | | | | | This 39 minute video reviews the newest annuity products and concepts. The Advanced Life Deferred Annuity (ALDA) is discussed as a legitimate weapon in the fight to help a client from outliving his/her income. Strategies for optimally designing an annuity are also debated. | | | | | | | | | | | | Required Minimum Distributions
for Non-Spousal Beneficiaries
Featuring: Caudill, Littell | | | | | | | | This 36 minute video studies the often overlooked planning strategies available when a non-spousal beneficiary is required to take required minimum distributions. The variety of strategies available allows for some unique planning opportunities. Also of importance are the pitfalls of failing to comply with these complex requirements. | | | | | | | | | | | Starting Social Security
at a Later Age
Featuring: Sass, Littell | | | | | | | | This 49 minute video focuses on the financial planning implications of delaying receipt of Social Security benefits. Are your clients "leaving money on the table" by starting to receive benefits early? What factors need to be considered before a client makes this important retirement income choice? | | | | | | | | | | | | Long Term Care Insurance
Featuring: Leisel, Morith | | | | | | | | This 60 minute video examines the financial impact of a long-term care event with and without insurance. It also looks at the new and expanding trend of partnership-qualified LTC policies. The new information presented may be useful to even the most skillful long-term care insurance planner. | | | | | | | | | | | Behavioral Finance Before and
After Retirement
Featuring: Basu, Weiner | | | | | | | | This 50 minute video focuses on strategies planners can use to motivate their clients to save for retirement and to spend properly when they are in retirement. Of special interest is this discussion about how some of the most commonly used techniques that are currently used may be counterproductive. | | | | | | | | | | | | Accumulation Issues
Featuring: Basu, Woerheide | | | | | | | | This 59 minute video explores a better way to determine how much a client needs to save for retirement. It also examines some rules of thumb for savings rates. You may not be able to completely answer the "How much should my client save" question without reviewing this video. | | | | | | | | | | | Housing Considerations
Featuring: Littell, Timmermann | | | | | | | | This 41 minute video examines the housing continuum your clients face from independent living to housing options that account for frailty. The discussion also looks at the tax, financial, and non-financial implications of moving during retirement. | | | | | |
The opinions presented in these videos are those of the speakers, and do not necessarily represent the opinions or policies of New York Life. New York Life makes no warranties or representations about the accuracy or completeness of the statements made in this video, or any associated materials appearing on
The American College website and assumes no liability for damages resulting from the use of the information contained therein. New York Life is not engaged in rendering legal, accounting, or other professional advice through the use of this video or associated materials. If legal or other expert advice is required, the services of an appropriate professional should be sought. | | | | | | | | | | |
