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Rebecca Gorrell of PIVOT Income Strategies, LLC, named to New York Life’s Chairman’s Council

Posted on August 30, 2018

Rebecca Gorrell, Principal of PIVOT Income Strategies, has been named to New York Life’s Chairman’s Council for 2018. Members of the elite Chairman’s Council rank in the top three percent of New York Life’s elite sales force of more than 17,000 licensed agents in sales achievement. Ms. Gorrell is associated with New York Life’s General Office in Overland Park, KS.

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Building Integrated Retirement Income Strategies

Posted on June 26, 2017

Retirement income planning is a relatively new field in financial services. The field came to exist as it became clear how the needs of creating retirement income are different from the traditional approaches used to accumulate wealth. What makes retirement income distinct from traditional wealth management is that the financial circumstances facing retirees are not the same as pre-retirees. Typically, retirees experience a reduction to their risk capacity, which means that their ability to sustain a desired lifestyle becomes more vulnerable to market volatility. Retirees face a new set of risks post-retirement, and different financial products can play different roles in managing these risks.

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