Michael Finke Teams With Life Insurer on Income Planning Program

June 22, 2022 by Allison Bell

Alife insurer is working with Michael Finke — a financial services researcher and ThinkAdvisor contributor — to create a goals-based income planning program.

The insurer, Protective, said the program will provide strategies financial professionals can use to analyze clients’ income needs and risks and to come up with strategies to meet clients’ retirement and estate planning goals.

Click HERE to read the full story via ThinkAdvisor

Originally Posted at ThinkAdvisor on June 21, 2022 by Allison Bell.