Managing Longevity Risk

Buttell, Amy E.
April 2010
Journal of Financial Planning;Apr2010 Annuities Supplement, p9
Academic Journal
The article discusses the views of financial planners on the significant role of annuities and other products in providing a lifetime income stream for clients. Paula Hogan of Hogan Financial Management LLC recommends the use of the immediate annuities because they offer inflation protection on lifetime income. Peter Katt of Katt & Co. admits that he utilizes deferred annuities for clients who have used all of their retirement funding options. Meanwhile, John Burns and Tim Courtney of Burns Advisory Group decide to establish a portfolio of assets to allow clients to have enough income for three to five years.


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