Tag: Longevity Risk
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127 Meeting the Health Care Needs of Seniors In A Changing Market With Jesse Slome
Any conversation about retirement ultimately revolves around health care needs and expenses. Products for seniors continue to rapidly evolve. And Medi…
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095 Can You Get What You Want In Retirement With Cyrus Bamji and Colin Devine
Cyrus Bamji and Colin Devine from The Alliance for Lifetime Income join us today to talk about a number of pressing topics in retirement. We cover the…
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086 How To Retire With Strength with Bruno Caron
How do retirees juggle between between the many unknowns they face, such as longevity and health concerns? Bruno Caron, a Senior Financial Analyst at …
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078 Managing The Stresses of the Sandwich Generation with Milliman
Have your prepared your clients for retirement so they aren’t a burden on their kids in later years? The answer to that question can have an incredibl…
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070 Challenging Retirement Planning Assumptions With Moshe Milevsky
Professor Moshe A. Milevsky, a finance professor at the Schulich School of Business and arguably the godfather of modern retirement planning theory jo…
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066 Uncovering New Risks in Retirement With Jamie Hopkins
Jamie Hopkins, Managing Director of Carson Coaching and Director of Retirement Research for the Carson Group, joins us to talk about how the pandemic …
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051 Building Income Protection Beyond Age 90 with Blair Baldwin
Blair Baldwin, Founder and General Manager of AgeUp, introduces us to his company’s first annuity just recently released to the public. It effectively…
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049 Life Happens – And Really Matters in 2020 With Faisa Stafford
Faisa Stafford, President and CEO of Life Happens joins us today to discuss the rise in awareness of the need for insurance in 2020. She talks about t…
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020 Sequence of Returns
Mark, Will, and Paul discuss a recent article on ThinkAdvisor written by Elle Switzer of CUNA Mutual. Elle explores how early withdrawals can amplify …