RIIA® News: Worry-Free Retirement – An Industry Q&A – #11

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What's the greatest threat, and opportunity, for a worry-free retirement? It's healthcare and more. Retirement experts shared their views with Chris Allen, Investius, at RIIA's 2017 Summer Conference. RIIA's RMA online program can help you understand what those threats and opportunities are for you and the client. Learn more at www.riia-usa.org. The next class begins in early 2018. … {Read more...}

RIIA® News: Women & Longevity – An Industry Q&A – #10

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A key issue with retirement income is longevity, especially for women. Christine Russell, TD Ameritrade, talked with Chris Allen, Investius, at RIIA's 2017 Summer Conference about the value of planning to manage this challenge. RIIA's RMA online program can help you understand the client's situation and develop a strategy for managing this risk. Learn more at www.riia-usa.org. The next class … {Read more...}

RIIA® News: Retirement & CEFs – An Industry Q&A – #9

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Is a closed end fund (CEF) useful in providing retirement income? That depends - on your strategy and your client's needs. Financial planning professionals share their perspective with Chris Allen, founder and principal of Investius, at RIIA's 2017 Summer Conference in July. RIIA's RMA online program can help you understand the client's situation and develop a strategy for product selection. … {Read more...}

RIIA® News: Retirement Future – An Industry Q&A – #8

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What needs to change to improve the retirement income picture for individuals and advisors?  Hear what financial planning professionals told Chris Allen, founder and principal of Investius, at RIIA®'s 2017 Summer Conference in July. RIIA's RMA online program can help you drive that change. Learn more at www.riia-usa.org and join the next class which begins today, September 11th (the first week … {Read more...}

RIIA® News: Retirement Experience – An Industry Q&A – #7

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Chris Allen, founder and principal of Investius, spoke with financial planning professionals at RIIA®'s 2017 Summer Conference in July about the challenges and opportunities facing professionals and consumers in the world of retirement income. Today, Chris asks about the importance of sustainable retirement income and hears true life stories of clients and family members' experiences in this … {Read more...}

RIIA® News: Retirement Spending – An Industry Q&A – #6

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How hard is it financially, intellectually, and emotionally for clients to move from accumulation to distribution? Chris Allen, founder and principal of Investius, spoke with financial planning professionals at RIIA®'s 2017 Summer Conference in July about the challenges and opportunities facing professionals and consumers in the world of retirement income. In this video, Chris asks about … {Read more...}