Managed Payout Income Replacement Funds vs Annuities

Managed Payout Income Replacement Funds vs Annuities
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id: 574667811

For fiduciaries advising individuals on retirement income planning, annuities guarantee income but usually carry high expenses. Despite their shortcomings for consumers, annuities remain extremely popular, as advisors with securities sales licenses earn commissions and lock down client assets for years with withdrawal penalties.

An alternative for converting retirement savings into regular monthly payments over a defined period is a managed payout fund. These are income replacement solutions operating in the form of a traditional mutual fund, as opposed to an annuity's structure.

At this session, Craig Israelsen, Ph.D., teaches fiduciaries when a managed payout fund may be an appropriate part of client portfolios.



Craig Israelsen, Ph.D., for three decades, has helped define best practices for fiduciaries in managing low-expense portfolios, publishing his research monthly in Financial Planning magazine and teaching on A4A for many years.


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Craig L. Israelsen, Ph.D., provides A4A members monthly classes on low-expense investing. Craig's taught family financial management at universities for over two decades, and his research for practitioners has been published monthly in Financial Planning magazine since 1996. He's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University. If you're paying a TAMP or custodian for managed portfolios, Craig's classes can lower your fees and enable a business model better for your clients and you. He has partnered with A4A and leads classes monthly.

This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE, PACE credit toward the CLU® and ChFC® designations, and live CPA CPE credit.

 


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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Best Craig Israelsen session yet (and they're all great)! VERY VERY INTERESTING. More time for discussion would have been nice. Appreciate that it did go over by 15 minutes or so....

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Very Interesting

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good

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