TRAK Training Videos

The Bucket Strategy


Your clients want to protect their retirement assets from risk and market downturns but you know that those same assets need to last for their whole retirement. Balancing these two needs can be tricky but the Bucket Strategy feature in The Retirement Analysis Kit is designed to make it easy for an advisor to show their client the benefits of using income buckets as a retirement income strategy. This class will show advisors how to illustrate time-segmenting all or portions of a client’s retirement savings into buckets which can be customized in many ways.