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Goals/Needs-Based Investing
Outcome-Based Investing Guide
This piece is approved to use with clients.
When investors focus too closely on investment performance, they can lose sight of their goals and instead focus myopically on beating the benchmark. Enter Outcome-Based strategies, which seek to provide investment outcomes that fit the profile of common investment goals. That way you can match your portfolio’s outcomes with your goals. Here's our overview of how Outcome-Based Investing can fit within your financial planning.
Retirement
Income Comparison: Two Approaches for Retirement
Retirees have different needs from their portfolios, so you might expect a portfolio’s investment strategy to be aligned with those needs. Although the income approach isn’t always preferred, new research shows it can be a viable alternative to a total return approach.
Client Life Events
Making special needs your business
The disabilities and special needs community is large, underserved and has buying power. Voya wants you to feel confident to expand your practice into this overlooked area and bring enduring, long-lasting value to the special needs community.
Client Life Events
Tips for interacting with people with disabilities
This piece is approved to use with clients.
This guide offers tips on interacting with people who have various special needs and disabilities.
Client Life Events
A Question of Special Needs: How Much Do We Need to Fund a Special Needs Plan?
Unabridged white paper covering the multitude of considerations for funding a special needs plan.
Client Life Events
Beneficiary Planning Case Study
This piece is approved to use with clients.
Naming a loved one with special needs as a beneficiary could have an unintended impact on their eligibility for government benefits.
Client Life Events
Government Benefits Guide
This piece is approved to use with clients.
An easy-to-follow roadmap to government benefits for special needs planning and tips on how to incorporate those benefits into your strategy.
Client Life Events
Special Needs Planning Checklist
This piece is approved to use with clients.
Confidently checking all of the boxes means individuals with special needs and caregivers can plan for a better future.
Retirement
next: Millennial magnet - Attract and retain the largest generation in the U.S. workforce
In our second issue of next, we discuss how some of the factors may affect your role as a fiduciary in building effective retirement plans, including the effect changing interest rates may have on target date funds.