Generating lifetime income: A two-part webinar session

Now available on demand

Generating lifetime income: Part 2 - Some principles to employ

This second session looks at some key considerations that can impact how long money will last, income-generating strategies that can help with the ups and downs of the market, options to address some rules of thumb that may not be sustainable, and the significance of lifestyle planning.

Attendees will walk away with tools, processes and conversation starters, all designed to better equip them with the task of working with aging clients to generate lifetime income

Watch the replay of the webinar:

A quiz will appear after the webinar has been viewed.

This webinar is also available in French.

CE credits: Pending.
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after viewing the webinar.

*If you attended the presentation on Wednesday, May 3, 2023, at 2 pm ET, we apologize if you experienced technical difficulties concerning the test not appearing. The webinar is now on demand for your viewing pleasure. Please ensure your pop-up blocker is off to allow the test to appear.

peterwouters

Peter Wouters
Director, Tax, Retirement & Estate Planning,
Empire Life

Meet Peter

This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Peter Wouters. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals. Learn more >

FOR ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.

The information in this document is for general information purposes only and is subject to change without prior notice. Empire Life assumes no responsibility for any reliance made on or any inaccuracy in the information contained in this document. Policies are issued by The Empire Life Insurance Company.