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    • Is planning for age 95 longevity overkill?

    May 21, 2024 by Leo Alamazora

    With data drawing on 266 million cases, white paper suggests the rule of thumb can cause retirement plans to massively overshoot clients’ actual needs.

    A new white paper from HealthView Services, a leading provider of retirement cost data and planning tools for the financial industry, is challenging the industry practice of planning for clients to live to age 95.

    Click HERE to read the full story via InvestmentNews

    Originally Posted at InvestmentNews on May 14, 2024 by Leo Alamazora.

    Categories: Industry Articles
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