Meeting client needs with the Prudential Retirement Account using PruFund and the Prudential Guaranteed Income Plan.
This is a hypothetical case study and shouldn’t be taken as a recommendation or advice. This interactive guide follows Jack and Mary’s Retirement Journey and how you can mix PruFund and the Prudential Guaranteed Income Plan to match their needs.
Download and save a copy to get the full experience, including the voiceover.
Lighthouse Edition 2 is now available. Explore the latest market insights to support informed client conversations and portfolio decisions.
With gilt yields at their highest levels since 2008, now could be the time to lock in attractive, guaranteed returns for your clients.
If you’re looking to understand how a guaranteed income solution works on Fidelity Adviser Solutions’ platform, this short video is a great place to start. It walks you through the essentials in four easy-to-follow sections: what guaranteed lifetime income is, the quote process, income options and blending solutions. 12-minute watch
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