Skip to main content

Optimizing Retirement Income by Combining Actuarial Science and Investments

Listen to this exclusive Quantum interview with Retirement Researcher and author of “Safety First Retirement Planning,” Dr Wade Pfau. In this conversation Pfau discusses how integrating whole life insurance into a retirement income plan can create more efficient outcomes in terms of income and legacy. Learn how an integrated plan that includes risk pooling through life insurance and income annuities can provide better outcomes than an investment-only retirement income plan.

Dr. Wade Pfau

Professor of Retirement Income The American College of Financial Services
RICP® Program Director
Co-Director of the New York Life Center for Retirement Income

Quantum is not a financial advisor. All opinions expressed in this podcast are solely those of the presenter’s and do not necessarily reflect the opinions of the Quantum Group, its affiliates or employees. You should not treat any opinion expressed as a specific inducement to follow a particular strategy. The presenter’s opinions are based upon information considered to be reliable, but its completeness or accuracy is not warranted in anyway, and it should not be relied upon as such. Past performance is not indicative of future results. The Quantum Group and its affiliates do not guarantee any specific outcome or profit.

The Quantum Group USA, LLC. In CA, d/b/a Quantum Distribution & Insurance Services.