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Providing Boomers with Life Income

To help Baby Boomers realize their desired retirement Lifestyle, the financial services industry – as well as leaders in the public and private sectors – must influence Baby Boomers to maximize their Life Income by effectively accumulating assets.

Boomertirement participants also strongly communicated that accumulation is only half the battle.  Perhaps even more important is ensuring that income is sustainable by protecting against the major distribution phase risks:

  • Longevity
  • Sequence of Returns Spiral
  • Inflation

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