Description
How do you make sure a client’s portfolio can deliver reliable paychecks as they
transition into retirement? Find out why asset–liability matching has been used by
pension plans for years, how they match investments to the point when they need to
be consumed, why clients love this approach when it is applied to their portfolios.
Learning Objectives
Describe asset-liability matching as applied to personal retirement planning. Give examples of several assets that might match well for funding specific goals or stages. Describe a plan for implementation.