Improving Retirement Outcomes with Investments, Life Insurance, and Income Annuities

Financial goals for retirement generally include meeting spending goals sustainably, while also preserving assets for contingencies and legacy. The financial services industry offers different tools for meeting these objectives, ranging from investment portfolios to insurance products. While some view these choices as either/or, what I have found in my research is that integrated approaches which draw from both investments and insurance can create more efficient retirement outcomes. That is...