Updated Friday, August 28, 2015 as of 8:19 PM ET

Big Shift Needed for Retirement Planning?

WASHINGTON -- As life expectancies continue to rise, investment advisors will need to fundamentally rethink the way they help clients plan for retirement and transferring wealth to the next generation, an expert on aging cautioned on Wednesday.

Get access to this article and thousands more...

All On Wall Street articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Comments (1)
Well written and thought provoking! I would add only this. There are countless numbers of people who have purchased life insurance products that were designed to "last" to a certain age based on the assumptions made at the time of purchase. This terminal point could be 80, 85 or 90, any of which may occur before actual death happens. Life insurance is never a pleasant thing to discuss, but it would be a good idea for this to be addressed at each annual review. I have an old saying, "Surprises are never positive!"
Posted by Leonard C | Thursday, March 20 2014 at 12:31PM ET
Add Your Comments:
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.

Already a subscriber? Log in here