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Retirement Methodology: Moneyball or Monte Carlo? A New Look at the Client Experience featuring eMoney
In the early 2000s, the Oakland Athletics baseball team made a bold change to their scouting practices. Their goals were to improve their team by identifying undervalued players using statistical measures over traditional subjective analysis. This journey was well documented in Michael Lewis’ book, "Moneyball: The Art of Winning an Unfair Game."

Similarly, as much as Monte Carlo analysis has evolved as a workable planning approach, its singular focus on probabilities of success and failure can seem to ignore clients’ perception of a retirement plan’s success. We’ve partnered with eMoney to demonstrate why looking beyond worry-based probabilities and delivering strategies based on big-picture thinking may help you hit the ball out of the park in retirement planning.

Attend this webinar to learn:

• How many prospective retirees define a “successful” retirement
• Strategies to help your plan recommendations address individual client definitions of success
• How to make your financial planning software speak your clients’ language (and not the other way around!)


Advanced Planning communications are intended only to alert you to strategies that may be appropriate for the circumstances described. Your clients should consult with a lawyer and/or tax specialist before adopting or rejecting any strategy that Advanced Planning suggests. Only a lawyer and/or tax specialist, after thorough consultation, can recommend a strategy suited to anyone's unique needs.

Neither the presenters, the presenters' employers, nor any of their affiliates should be considered to be providing legal, tax or estate planning advice. For questions regarding a specific situation, please consult a qualified advisor.

Jackson® is the marketing name for Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Jackson National Life Distributors LLC.

CMX25746 06/21

Jun 15, 2021 03:15 PM in Central Time (US and Canada)

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