FPA Connect: How Personalized Longevity Estimates Transform Social Security & Retirement Planning

Most retirement plans rely on generic life expectancy assumptions—yet no two clients live the same life. This webinar reveals groundbreaking new research showing the measurable value of using personalized lifespan projections to optimize retirement income strategies, improve client outcomes, and strengthen advisor-client trust.

In this session, K. Jeremy Ko, PhD will discuss how demographic and health-based longevity modeling dramatically improves Social Security claiming decisions. The featured study, using respondents from the University of Michigan Health and Retirement Study, found that personalized longevity projections increased average lifetime Social Security benefits by $9,000 for women and $12,000 for men compared to traditional planning methods. You’ll discover how individualized lifespan assessments:

* Reduce the risk of clients outliving their money

* Enhance precision in withdrawal rate planning

* Improve Social Security claiming ages—outperforming both standard actuarial tables and commonly recommended ages

* Boost overall retirement income security

* Build deeper alignment between advisors/counselors and clients through data-driven, personal insights

* The program also includes demonstrations of online tools that generate personalized lifespan estimates and instantly integrate them into optimized Social Security claiming strategies.

Presenter: K. Jeremy Ko, PhD

Free for AFCPE/FPA members 

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