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Find out how advisors are providing retirement income planning services to their clients.


In recent research, LIMRA examined the retirement income services offered by financial advisors who are licensed to provide fee-based investment advice. This report highlights the key findings related to income planning, along with formal written plans for managing income, expenses, and assets in re­tirement for pre-retiree and recent retiree clients. It examines which income-related areas of training advisors are seeking. The views of investors are also compared with those of advisors.

No part of any report may be reproduced or translated without written permission from LIMRA. Please contact Customer Service for further information.

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