<img height="1" width="1" src="https://www.facebook.com/tr?id=1679314142361781&amp;ev=PageView&amp;noscript=1">
Skip to content

    The RARE Advisor: FREE Age Wise Longevity Tools

    The RARE Advisor: FREE Age Wise Longevity Tools
    Jun 1
    2023
    Wealth Management

    It’s not often that we can credit Actuaries with clean, concise, very helpful sales tools. I’ll show you how to get them, free of charge, in this episode of The RARE Advisor.

     

    Today, I want to point you in the direction of some really handy tools that have been put together by the Society of Actuaries. And most specifically, the Age Wise series that they have put together. You can go to their website and access PDFs all about retirement, aging, helping people wrap their mind around the fact that we truly are living significantly longer than our predecessors (and the impact that that has on your money and on your financial planning), and what you need to be thinking of in terms of how your portfolios can weather the storm of unexpected events happening during retirement.

    Here's one example: there is a 50% chance that one person in a couple is going to be alive at age 92. Many plans are not structured to anticipate the fact that they're going to have to be operational and able to fund a life that long. Other examples you can find with these tools are about: unexpected events that happen that just cost you a lot of money that you wouldn't have expected, different life scenarios and different ways you can live, and the types of facilities/homes that you can live in - giving you an idea of some cost.

    These are just some good really nice, clean tools that help you get your consumer/investor/client to wrap their mind around longevity issues as it relates to financial planning. You can check it out for yourself at the Society of Actuaries. The series is called Age Wise and these are PDFs that you can pull for yourself.

    -- 

    The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.

    The RARE Advisor is also a podcast! Subscribe today via Apple Podcasts, Google Podcasts, or your preferred podcast listening service for easier on-the-go listening

    Author Info

    Related Posts

    What is a TAMP and Why Do Advisors Use Them?
    Wealth Management

    What is a TAMP and Why Do Advisors Use Them?

    The financial services industry is a whirlwind of change: New rules, products, and evolving technologies that can quickly overwhelm even the most seasoned advisor. Add to that the juggling act of managing daily demands and operational tasks while building your ideal practice. No wonder so many advisors feel like they’re just winging it year after year.
    What’s Trending: Markets at New Highs, But Are They Built to Last?
    Wealth Management

    What’s Trending: Markets at New Highs, But Are They Built to Last?

    Markets are hitting record highs—but are they as strong as they look? In this episode of The Trending Report, we break down the forces driving the latest rally, including strong earnings and AI enthusiasm, while also highlighting the risks beneath the surface like elevated valuations and sector shifts. We also dive into why inflation is back in the conversation in 2026, what’s fueling it, and how sustained pressure could impact rates, borrowing costs, and investment strategies. Finally, we take a closer look at artificial intelligence—where real productivity gains are emerging, and where investors may be getting ahead of reality. This episode focuses on how to stay disciplined, evaluate risk, and make informed decisions in a complex and evolving market environment.
    How Financial Advisors Can Address Market Volatility and Client Concerns
    Wealth Management

    How Financial Advisors Can Address Market Volatility and Client Concerns

    Market volatility has a way of sneaking up on people. One day, everything feels calm. The next, headlines are blaring and clients start asking questions that sound a lot like fear.