Why do successful “accumulators” outlive their money? Because the investment rules change in retirement. Dr. Moshe Milevsky, Executive Director of The Individual Finance and Insurance Decision (IFID) Centre, studied the critical factors that lead to success or failure in retirement and distilled them down to three factors. Invesco Global Consulting then partnered with Dr. Milevsky, simplified the research, and created simple, persuasive communication tools designed for financial professionals to use with investors.
Create a model practice
Incorporating model portfolios into a practice can help ensure clients get the professional investment management they want — and need — while giving you more time to nurture client relationships and prospect.
Attain and retain high-net-worth clients
High-net-worth clients are important for your practice. Learn how to ensure your business can meet their needs in our program, Crafting a Higher Performing Practice.
Attain and retain high-net-worth clients
High-net-worth clients are important for your practice. Learn how to ensure your business can meet their needs in our program, Crafting a Higher Performing Practice.
To learn more about Invesco Global Consulting services and resources, you can contact us here.
“The Income-Ing Age” is based on Invesco Global Consulting's work with Moshe Milevsky, Ph.D. Invesco Distributors, Inc. is affiliated with neither Moshe Milevsky nor The IFID Centre.
This material is for illustrative, informational and educational purposes. We make no guarantee that participation in this program or utilization of any of its content will result in increased business for any financial professional.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
Note: Not all products, materials or services available at all firms. Financial professionals should contact their home offices.
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This link takes you to a site not affiliated with Invesco. The site is for informational purposes only. Invesco does not guarantee nor take any responsibility for any of the content.
