Retirement Planning Based on Facts, Not Opinions.

 

The foundation of our practice is based on published scientific research. The following series of resources are available for your education and planning. If you have further questions we are here to help.

 

 

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WHITE PAPERS

Optimizing Retirement Income by Combining Actuarial Science and Investments

"For retirement income, we must step away from the notion that either investments or insurance alone will best serve retirees. More emphasis is needed on the basic forms of insurance products, and how they may behave as part of an integrated retirement income plan."

By Wade D. Pfau, Ph.D., CFA

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Integrating Whole Life Insurance into a Retirement Income Plan

Emphasis on Cash Value as a Volatility Buffer Asset

By Wade D. Pfau, Ph.D., CFA, and Michael Finke, PH.D., CFP®

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Managing Long-Term Care Spending Risks in Retirement

"All retirees must plan today for the possibility that they will experience significant long-term care health expenditures. Large unplanned expenses, such as those relating to long-term care, have the potential to wreak havoc on a retirement income plan."

By Wade D. Pfau, Ph.D., CFA, and Michael Finke, PH.D., CFP®

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Our agency is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

 

 

 

 

 

© Liquidity Partners 2020.  All Rights Reserved

Scottsdale, AZ Office

10450 N. 74th Street Ste 110

Scottsdale, AZ 85258

P: (602) 230-2995 x 123

*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Liquidity Partners is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.

 

Liquidity Partners is authorized to conduct life insurance and securities business in Arizona and may be licensed in other states. Liquidity Partners cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

 

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, Liquidity Partners, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.

 

Guarantees are subject to the claims paying ability of the issuing insurance company.

 

Liquidity Partners is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency.

 

Investing involves risk which includes potential loss of principal.