“If we assume the primary goal of most retirees is portfolio longevity (longevity alpha), and not just portfolio outperformance (investment alpha), the retirement income strategy and the underlying products that are considered and used need to evolve. That means revisiting the potential value of annuities as a way to generate guaranteed lifetime income.”
Speaker
Ross McGoodwin
RIA Consultant, DPL Financial Partners
Ross McGoodwin is passionate about sharing his knowledge of insurance products with fiduciary advisors, helping them to understand how today's no-load, low-cost solutions can be used to deliver greater value to clients' financial plans. Before joining DPL Financial Partners, he distributed insurance products in the RIA channel for a national carrier. Ross holds his Series 6 and 63, and Kentucky Life Insurance License.