Advisor Case Study: How to Stress Test Your Retirement Plans

The world is full of uncertainty and your client's retirement plan has to be resilient. In this webinar we show you how to stress test retirement plans using Adviice.   

We break down the Success Rate chart, find max spending levels, and discuss all the ways you can stress out your plan to give your client's maximum peace of mind heading into retirement.

• 3:32 - Identifying Key Retirement Risks and How to Mitigate Them
• 8:46 - How Does the Success Rate Chart Work
• 12:17 - How to Create Safe and Max Spending Guardrails
• 26:52 - The Fundamentals of Longevity Risk
• 30:44 - The Financial Effects of Losing a Spouse
• 34:03 - How to Stress Test for Longevity and Spousal Lose

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.