Managing risk with ART
Know where to help clients ARTfully: avoid, retain, and/or transfer risk to more effectively meet their retirement goals.
E-book: The ART of Managing Income Risk
Risk is an inevitable part of planning for the future. Our new e-book walks you through using the ART methodology to understand the complex risks of the distribution phase when developing an approach for a secure retirement.
Use these worksheets with your clients
Understand how and where risk currently resides in your clients' retirement portfolio and develop strategies that work for their income goals and preferences.
Get a quick quote
Quickly highlight the power of creating a guaranteed income stream with an annuity.
Insights & information
The ART of Managing Retirement Income Risk
Use the ART framework to lead smart conversations about retirement income risks with clients and empower informed decisions around planning.
Rethinking Retirement Income in a Lower-Yield World
The reliability of historically stable sources of retirement income is changing — fixed index annuities may be a way to improve outcomes with less capital.