Advisors find retirement income planning a challenge

May 20, 2013 by Warren S. Hersch

Four in 10 financial advisors say having retirement income discussions with clients is very or somewhat challenging, according to a speaker at the Insured Retirement Institute’s IRI Marketing Forum, held in New York City on Thursday.

Howard Schneider, president of Practical Perspectives, delivered that message as moderator of an afternoon workshop, “Strategies for Advisor Engagement. Participating on the panel were Rodney Allain, a senior vice president and national Sales director of Prudential Financial; James Brown, executive vice president of Advisor Group; and Craig Lombardi, managing director and head of sub-advisory and defined contribution sales for AllianceBernstein. Click here to read…

Originally Posted at LifeHealthPro on May 17, 2013 by Warren S. Hersch.