Automating Retirement Planning & Decumulation to Address Healthcare

Unveiling new practices that can save advisors time and help better prepare clients for critical retirement expenses.

For the millions of Americans preparing for and entering retirement each year, addressing healthcare expenses is among their top priorities. As awareness has grown around the importance of building healthcare into retirement plans – and that these costs will rise faster than inflation – clients are looking to advisors to ensure this fundamental need is met. For most advisors, determining the status of a portfolio’s funding against these costs, planning withdrawals for key expenses, and changing the asset allocation of portfolios is a time-consuming manual process. The automation of these functions is key to meeting clients’ decumulation needs.