Essential Knowledge for Financial Advisors Now Available

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The New York Life Center for Retirement Income at The American College publishes annual retirement guide.

New York Life Center for Retirement Income

The Center's guide offers the latest retirement and distribution knowledge from the nation's most respected thought leaders. Financial advisors and consumers alike can trust the information and advice contained in this guide.

The must-have retirement guide for financial advisors is here! The New York Life Center for Retirement Income at The American College has published their annual Retirement Income Guide. The guide, Making Retirement Secure, provides essential income advice and strategies for advisors interested in knowing more about today's advanced financial planning concepts and products.

Now, more than ever, consumers are looking for answers to their retirement questions, and financial advisors are expected to be informed sources of knowledge that can effectively help clients achieve financial security. Making Retirement Secure, the third in a series of guides published by the New York Life Center for Retirement Income, is an indispensable resource containing advice and solutions to complex retirement problems.

The guide features current, in-depth research and articles discussing all aspects of retirement planning including accumulation and decumulation strategies, insurance and annuity issues. Articles in the guide include:

  • "A Gentle Introduction to the Calculus of Sustainable Income: What is Your RisQuotient?" by Moshe A. Milevsky, Ph.D.
  • "Dynamic Allocation Strategies for Distribution Portfolios" by David M. Blanchett, CLU®, CFP®
  • "An Examination of Delaying Social Security Retirement Benefits" by Clarence C. Rose
  • "Planning Required Minimum Distributions for Multiple Beneficiaries" by April K. Caudill, CLU®, ChFC®
  • "When Should Married Men Claim Social Security Benefits" by Steven A. Sass, Wei Sun and Anthony Webb
  • "Medicare's Financial Condition: Beyond Actuarial Balance" by the American Academy of Actuaries.

"The recent recession took a big chunk out of everyone's retirement savings. Now, Americans are looking for more secure and creative ways to finance their retirement," said Larry Barton, Ph.D., President and CEO of The American College. "The Center's guide offers the latest retirement and distribution knowledge from the nation's most respected thought leaders. Financial advisors and consumers alike can trust the information and advice contained in this guide."

The Center for Retirement Income was established in 2007. It is made possible through a generous donation to The American College by New York Life Insurance Company. In addition to providing an annual retirement guide, New York Life's donation allows for the funding to support continuing education, the creation of a user-friendly website and regular focus groups across the nation.

Making Retirement Secure is available for the modest price of $20. Special discounts are applicable for Chartered Advisor for Senior Living® (CASL®) designees and bulk orders. More information and ordering instructions can be found online at TheAmericanCollege.edu/Retirement
New York Life Insurance Company, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States and one of the largest life insurers in the world.

Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income, investments and long-term care insurance. New York Life Investments* provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds. Visit New York Life's Web site at NewYorkLife.com for more information. New York Life has the highest possible ratings for financial strength from all four of the major rating agencies.

The American College is the nation's largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 82 years. The American College's faculty represents some of the financial services industry's foremost thought leaders. For more information, visit TheAmericanCollege.edu

*] New York Life Investments is a service mark used by New York Life Investment Management Holdings LLC and its subsidiary, New York Life Investment Management LLC.

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ELIZABETH LAVIN
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