We’re living in remarkable times with the release of an amazing range of both paid and open-source tools to help us stress-test retirement plans. Curtis Cloke, Owner and Principal of CurtisCloke.com joins us this week to talk about how to maximize the impact of our tools by focusing first on listening to the needs of clients. We discuss his process used to construct customized income plans for his clients. In addition, we talk about recent M&A activity, digital sales, and the potential of augmented reality to create vivid pictures for client.
The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
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