Episode 43: Do contractual lifetime income solutions fit within a fiduciary advisory framework?

Income Protection, Podcast
6 December, 2022

Listen on your favorite platform:

In this episode, we welcome John Faustino, Head of Fi360 a Broadridge Company to discuss the following:

His decision to join the RISA® Professional Advisory Board
Can contractual income fit an advisor’s toolbox and still consider him or herself a fiduciary?
Does the financial service industry view the fiduciary approach as a marketing pitch, or do they actually want to do good by the individual investor?

Links:

Click here to watch this episode on YouTube: https://youtu.be/T3nwm0NajVg?si=dGyhaHDKlIOBSgKv

Retirement Income Master Class for Advisors Registration Page: https://retirewithstyle.com/masterclass

Retirement Income Consortium:

https://www.broadridge.com/resource/asset-management/retirement-income-consortium

This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean’s free eBook, “Is a Roth Conversion Right For You?”

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