Trailblazers: The Longevity Problem in Retirement Income Planning (Dr. Jeremy Ko) скачать в хорошем качестве

Trailblazers: The Longevity Problem in Retirement Income Planning (Dr. Jeremy Ko)

Join Sheryl O’Connor, CEO of IncomeConductor, and Dr. Jeremy Ko, longevity researcher and founder of ShoreUp, for a Trailblazer conversation on one of the most misunderstood and most consequential inputs in retirement income planning: longevity assumptions. In this session, Jeremy and Sheryl will explore why not all longevity projections are created equal, what current research tells us about life expectancy variability, and how advisors can move beyond one-size-fits-all assumptions to create more resilient, client-specific retirement income plans. Together, they’ll unpack how better longevity inputs lead to better planning decisions and better client conversations. You’ll learn: What today’s longevity research really shows—and why estimates vary so widely How to use personalized longevity projections instead of arbitrary end ages How to lead clearer, more confident client conversations about longevity, uncertainty, and tradeoffs If you’ve ever questioned whether “just run it to age 95” is good enough, this Trailblazer session will give you a more thoughtful, defensible framework you can apply immediately in your retirement income planning conversations.