Description
Book SynopsisA companion Workbook to the text Retirement Portfolios
Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning.
Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The pressures are particularly intense due to events such as the financial crisis and oncoming rush of retiring baby boomers. It is imperative that financial advisors be equipped and ready to create appropriate retirement portfolios. That''s why Michael Zwecher-a leading expert on retirement income-has created Retirement Portfolios and the Retirement Portfolios Workbook. In the text Retirement Portfolios, leading retirement income expert Michael Zwecher provides financial professionals with complete coverage of the most important issues in this fiel
Table of Contents
Preface.
PART ONE Questions.
CHAPTER 1 Portfolio Focus and Stage of Life.
CHAPTER 2 The Top-Down View: A Short Primer on Economic Models of Retirement Income.
CHAPTER 3 The Importance of Lifestyle Flooring.
CHAPTER 4 Monetizing Mortality: Annuities and Longevity Insurance.
CHAPTER 5 Flooring with Capital Markets Products.
CHAPTER 6 Building Retirement Income Portfolios.
CHAPTER 7 Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs.
CHAPTER 8 Rebalancing Retirement Income Portfolios.
CHAPTER 9 Active Risk Management for Retirement Income Portfolios.
CHAPTER 10 The Transition Phase.
CHAPTER 11 Putting Together the Proposal.
CHAPTER 12 Market Segmentation.
CHAPTER 13 Products and Example Portfolios.
CHAPTER 14 Preparing Your Client for a Retirement Income Portfolio.
CHAPTER 15 Salvage Operations, Mistakes, and Fallacies.
PART TWO Solutions.
CHAPTER 1 Portfolio Focus and Stage of Life.
CHAPTER 2 The Top-Down View: A Short Primer on Economic Models of Retirement Income.
CHAPTER 3 The Importance of Lifestyle Flooring.
CHAPTER 4 Monetizing Mortality: Annuities and Longevity Insurance.
CHAPTER 5 Flooring with Capital Markets Products.
CHAPTER 6 Building Retirement Income Portfolios.
CHAPTER 7 Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs.
CHAPTER 8 Rebalancing Retirement Income Portfolios.
CHAPTER 9 Active Risk Management for Retirement Income Portfolios.
CHAPTER 10 The Transition Phase.
CHAPTER 11 Putting Together the Proposal.
CHAPTER 12 Market Segmentation.
CHAPTER 13 Products and Example Portfolios.
CHAPTER 14 Preparing Your Client for a Retirement Income Portfolio.
CHAPTER 15 Salvage Operations, Mistakes, and Fallacies.
