Key Life Stages for Clients in Retirement

Surya Kolluri, Managing Director, Bank of America Merrill Lynch, joins journalist Robert Powell as a special guest on Episode 16 of the Exceptional Advisor podcast. In this episode, “Key Life Stages for Clients in Retirement,” Kolluri discusses the latest industry research conducted on the key life stages of clients in retirement and the role of the financial planner.

Produced by the Investments & Wealth Institute, the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.

The podcast is available for download in the iTunes store as Episode 16. 

Source: Exceptional Advisor Podcast

Latest Developments

We keep our members and partners in touch with the most recent updates and opinions in the worldwide dialogue on population longevity and related issues.

Women, Work, Wellness, and That Aging Thing…

The OECD Forum’s virtual event Women at The Frontline of the Recovery will presciently focus attention among policymakers and the public stakeholders alike on the unique relationship between the age demographic mega-trend and the essential policies needed for OECD economies to emerge from the COVID-19 pandemic.

Headlines of the Future Podcast: Decoding Healthy Aging

How can advancements in science and medicine make it possible for individuals to enjoy greater health and activity in their later years? For health leaders and organizations such as the Global Coalition on Aging, ensuring individuals can truly shine in their "Golden Years" is a matter of revisiting education and communication strategies, advancing digital health technologies and expanding access to healthcare innovation.

Longer Lifespans Require Secure Financial Futures

As many as half of 5-year-olds in the United States can now expect to live to 100, a population that is projected to swell in the decades ahead. Longer lifespans don’t guarantee a financially secure later life, however. If anything, in the absence of significant planning, extreme longevity may make financial security harder to attain.

Financial Times Letter to the Editor

The call by Messrs Mario Draghi and Emmanuel Macron for a new growth strategy under France’s EU presidency should be guided by three principles aligned with their point about “demographic evolutions changing the structure of our societies” (Opinion, December 24).

Health Equity and Innovation Are at Risk for All of Us

The rapid development of COVID-19 vaccines illustrates what’s possible when federal policy fosters innovation with a real public-private partnership, especially for the health challenges facing America’s more than 54 million older adults. Yet, a number of drug-pricing policy proposals now jeopardize this very model, threatening to limit access to prescription drugs, compromise health equity and slow progress on urgently needed new treatments for age-related chronic conditions.