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Today, fewer than 20% of retirement age workers age 60-69 will retire with a pension. That means the remaining 80%+ of future retirees must fund their retirement through other assets, such as bonds investments, equity investments… and insurance.
American Equity partnered with Michael Finke, PhD, CFP, and professor of Wealth Management at The American College of Financial Services to explore how insured retirement income (through products like annuities) can help consumers feel more confident about their spending in retirement. The results included this white paper, an academic look at the challenges of self-funding retirement and the benefits of adding insured income to a retirement plan.
Explore this white paper yourself, and share it with clients who might be interested in more academic views of the retirement funding puzzle
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