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Using Monte Carlo Analysis to Help Clients Prepare for the Future

Executive Summary

Although you can’t predict the future, you can help clients prepare for it. By utilizing Monte Carlo analysis, advisors can help clients understand how the decisions they make today can affect their retirement income tomorrow.

Research indicates that the greatest risk investors face in retirement is outliving their assets and maintaining sufficient purchasing power.

Monte Carlo analysis, a tool used to model future uncertainty, can be used to evaluate the potential success rates of various retirement strategies by simulating how they might perform under thousands of market scenarios.

Help Your Clients Prepare for the Future

Our Monte Carlo analysis card allows you to:

  • Provide your clients with a tool for examining the likelihood that their retirement assets will last throughout a selected retirement period and maintain their original purchasing power at the end of that time period.
  • Help investors understand the trade-offs associated with retirement income in regard to withdrawal amount and portfolio allocation.

Sales Tool

Download the Monte Carlo Analysis Card

Evaluate the potential success rates of various retirement strategies by simulating how they might perform under thousands of market scenarios.
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