Advisor Case Study: How to Stress Test Your Retirement Plans

The world is full of uncertainty and retirement plans have to be resilient.

In this webinar we'll show you how to stress test your client's retirement plan using Adviice. We'll break down the Success Rate chart, find max spending levels, and build out survivor scenarios. We'll highlight how you can illustrate these risks for your clients and show them how valuable resiliency and flexibility is in a retirement plan.

• 5:23 - Key Retirement Stress Points
• 7:48 - Investment Risk
• 10:30 - Inflation Risk
• 12:27 - Using the Success Chart
• 19:54 - What is a good Success Rate?
• 27:55 - Creating Safe and Max Spending Targets
• 40:50 - Longevity Risk
• 43:42 - Financial Effects of Losing a Spouse
• 47:00 - Testing Survivor Scenarios with Adviice

Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities.