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The Benefits of Portfolio Income Insurance

admin by admin
October 1, 2022
in Management


Sponsored by

Michael Finke, PhD examines the impact of market risk on retirement spending and how random financial returns and unknown longevity can put undue stress on retirement savings… and the retirees that spending is meant to support.

To protect retirement spending, he analyzes a novel, pure insurance solution offering lifetime income that wraps client ETFs and mutual fund investments in their IRAs, Roth IRAs, or taxable brokerage accounts.

Download the white paper to learn how this portfolio income insurance may “preserve the possible gain from taking risk while eliminating the downside consequence of low returns on spending.”

Download now
 

 



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