Jul 23, 2021
The retirement landscape is continually shifting and changing as the years go by. Each generation of retirees have new challenges and hurdles to overcome. As we are introduced to these problems, new products are developed to try and address these needs. We invite David Blanchett to the show today to discuss some of the new financial products that are on the rise and what resources advisors can tap into in order to learn about these products.
About David Blanchett:
David Blanchett is the Managing Director and Head of Retirement Research, DC Solutions for QMA. David conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement plans. David has published over 100 papers in a variety of industry and academic journals and has won multiple awards for his work. He is a regular contributor to the Advisor Perspectives, ThinkAdvisor, and the Wall Street Journal.
2:33 - David’s Background
3:32 - Common Questions From Advisors
5:03 - Will There Be More Exotic Products?
6:40 - Educational Resources For Financial Professionals
8:30 - Why Are Income Solutions The Next Big Thing?
12:03 - Tips & Tricks When Comparing Different Solutions
13:48 - What’s A RILA?
17:31 - Why Does The RILA Make Sense In Today’s Retirement Portfolio?
19:06 - What Are Some DIY Options?
21:30 - What’s Next?
23:39 - Is There Anything David Is Acutely Focused On Right Now?
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