Podcast

Understanding Life Expectancy and Longevity With Brian Smith

For advisors building retirement income plans, the episode focuses on longevity conversations and on how insurance-based guaranteed income can sit alongside AUM.

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Summary

By our desk

In this episode of The Perfect RIA, Matthew Jarvis and Brian Smith discuss life expectancy, longevity and financial planning. They cover how advisors can educate clients on longevity, work through old insurance products and identify insurance solutions. The conversation also looks at combining guaranteed income with AUM strategies.

The episode discusses life expectancy and longevity in financial planning.
It covers educating clients on longevity.
It looks at navigating old insurance products and identifying strong insurance solutions.
It emphasizes integrating guaranteed income with AUM strategies.

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