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by Insurance News Net on Sep 20, 2018 9:00:00 AM

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Reaching Retirement Alpha

Reaching Retirement Alpha Authored By Paul Feldman

Posted By Insurance News Net


Probably not a day goes by without the phrase “the client’s best interest” coming to your attention. But it is usually used as a bludgeon against commission-based agents and advisors. 
Tom Hegna turns that around to say that a financial advisor who claims to uphold the highest standard of care but ignores annuities is doing a disservice to clients.
The rate of accumulation does not matter if the de-accumulation phase leaves clients out of money or afraid to spend what they have. How is that a safe, secure and happy retirement?
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Topics: Retirement Planning/ Financial Planning