RIIA Now Offers “Retirement Management Analyst” Designation

The number of advisors choosing to specialize in retirement income distribution continues to grow. Before you launch a marketing plan to hold yourself out as an income distribution specialist, take the time to become knowledgeable about this phase and the various strategies for converting accumulated assets into an income stream that will meet clients’ retirement needs. The Retirement Income Industry Association (RIIA) now offers a Retirement Management Analyst? designation. For more information, please visit the site. You may want to check with your broker/dealers compliance department to ensure this designation has been approved before pursuing it.

The most recent market downturn has many advisors rethinking systematic withdrawals and understanding better the impact of sequence of returns during the distribution phase. Securities America built its NextPhase Retirement Income Distribution programs around a time-segmented portfolio model.* For more information on the analysis behind NextPhase, click on the link below to download the award-winning white paper, Capturing The Income Distribution Opportunity.