Lifetime Income

Episode 13

flexPATH Strategies has been providing TDF models with lifetime income features since 2019. We invite you to join us as we assess the importance of lifetime income options within retirement plans, explore the expansion of access brought by Secure 2.0, and get a sneak peek at the groundbreaking new advancements from flexPATH Strategies!

 

Alex Kahn, CPFA
Senior Investment Advisor

Takeaways

01:37

  • Landscape & evaluate the need for these types of solutions within the market

10:51

  • flexPATH Strategies' existing experience with income products

11:49

  • Preview what's soon to come through flexPATH Strategies