Shifts in the Horizon Retirement Income Planning with David Blanchett and Heather Holmes

Hey, ever thought about shaking things up in your retirement planning game? Well, we got you covered! Come on board for "Shifts in the Horizon: Uncovering the Future of Retirement Income Planning" on July 6.

Zoom in.

Here's some food for thought: Did you know that a good chunk, 41% to be exact, of households with pretty solid incomes could be looking at a less comfy lifestyle once they hit retirement? This is according to the peeps at the Center for Retirement Research. And get this, a whopping 58% of folks saving for retirement, retirees included, are sweating bullets about outliving their assets. This is straight from a survey by Cerulli. Finally, without your advice about lifetime income, one-third of 401k participants may run out of money.

You'll get the chance to rub virtual shoulders with big dogs of the retirement planning world, like David Blanchett and Heather Holmes. They'll spill the beans on the hurdles retirees face in this ever-changing landscape. And trust us; you'll walk away with some game-changing advice to help your clients shake off these fears and score a stress-free future.

And when Blanchett rolls out his keynote, you better buckle up. You'll dive deep into these three questions:

What's holding back current retirement planning tools?
How can Blanchett's smart models perk up retirement income predictions?
How do changes in spending behavior and probability of success assumptions impact your plans and your clients??

That's not all, folks! Heather Holmes, Lumiant’s Chief Evangelism Officer, will clue you in on their cutting-edge, science-backed personalized longevity analysis. Talk about a potential game-changer in retirement income planning. Guide your clients to play it smart with the risks of outliving their assets and lowballing their long-term healthcare needs.

So, what are you waiting for? Let's give retirement planning a major makeover together. Sign up today and be part of our journey to revolutionize the future of retirement planning.

As an ADO - Advisor Development Organization™, InsurMark provides solutions to meet the ever-evolving needs of financial professionals with a mission to protect and enhance the financial security of every home in America.