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June 11, 2020 20 min

Dr. Wade Pfau, Professor of Retirement Income at The American College and Founder of retirementresearcher.com, explains how a combination of investments and insurance can lay a better foundation for retirement.

For additional information, please visit:
https://retirement.theamericancollege.edu/research/integrating-whole-life-insurance-retirement-income-planning

Wade Pfau is unaffiliated with The Penn Mutual Life Insurance Company (PML). Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by PML or its affiliates . This podcast is for educational purposes only and should not be considered specific tax, legal, investment or planning advice and may not be appropriate for all clients. Clients should consult with their financial professional and other trusted advisors for guidance based on their circumstances. Product availability, benefits and provisions vary by state. NOTE: Any discussion of investing involves risk, including potential loss of principal. Past performance is no guarantee of future results and any hypothetical examples provided are not intended to predict actual results. Actual results will vary. Diversification does not ensure a profit or protect against loss in a declining market. There is no assurance that a diversified portfolio will achieve a better return than a non-diversified portfolio. 

Penn Mutual’s products and services are provided through knowledgeable, licensed Financial Professionals who were previously referred to as advisers.  This Possibilities Podcast was recorded prior to this change in title. Therefore, any references to the term adviser in this podcast should be interpreted as “Financial Professional.”

For Financial Professional Use Only
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