Sales & Marketing | 07.08.26

Retirement Income Planners Need Better Longevity Estimates

by: David Blanchett and Lauren Pollak

Many advisors use the same age assumptions across clients when modeling retirement income, even though longevity risk can vary widely by gender, health, income and household situation. Nearly half of surveyed advisors use a standard end age for most or all clients, and 56% use the same retirement end age for men and women. More tailored longevity estimates can help advisers set withdrawal rates, income plans and client expectations around how long retirement savings may need to last.

Read the full article on ThinkAdvisor.