The Perfect RIA
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Understanding Life Expectancy and Longevity With Brian Smith

The Perfect RIA
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In this episode of the TPR podcast, Matthew Jarvis and Brian Smith discuss critical aspects of financial planning, focusing on life expectancy, longevity, and the importance of value-added strategies for advisors. They explore how to educate clients on longevity, navigate old insurance products, and identify strong insurance solutions. The conversation emphasizes the integration of guaranteed income with AUM strategies to enhance client financial security.

Understanding Life Expectancy and Longevity With Brian 

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Brian Smith: Website | LinkedIn
- Learn More about our Coaching Programs

 

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Podden och tillhörande omslagsbild på den här sidan tillhör Matthew Jarvis, CFP® & Micah Shilanski, CFP®. Innehållet i podden är skapat av Matthew Jarvis, CFP® & Micah Shilanski, CFP® och inte av, eller tillsammans med, Poddtoppen.