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Source: "When to Commence Income Annuities," Jeffrey K. Dellinger, Retirement Income Solutions Enterprise, Inc., 2011
October 21, 2009, Featured Articles
Green Zone Strategies
In Chapter 42 of "Unveiling the Retirement Myth," Otar explains how to advise the "Green Zone" clients whose assets can easily finance their retirements.
“One of the perpetual fads in the advisory business is to pursue high net worth clients,” Otar writes. “Keep in mind that what matters most is not the size of assets, but how fast those assets are drained. Being in the green zone is a good indication that the client will likely be a good source of revenue for you, as long as you can create the ‘normal’ index returns and as long as you can maintain his/her trust.”
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