SEVERAL POWERFUL ENHANCEMENTS to our Merrill Lynch Clear™ approach to retirement can help your financial advisor work with you to address your priorities as you plan for your future years. Among these new features:
Travel experts and deals through a Merrill Lynch partnership with luxury-travel network Virtuoso: Merrill Lynch clients now have access to this invitation-only network of specialists. Your Virtuoso advisor can help you plan and personalize trips big and small, from a world cruise to a weekend in the Caribbean. You'll also have access to Virtuoso's exclusive benefits and specialty partners. Ask your advisor how you can take advantage of the partnership.
"People may have just as much to achieve in retirement as they did at age 30."
— Cynthia Hutchins, director of Financial Gerontology at Bank of America Merrill Lynch
A first-of-its-kind Longevity Training Program: Merrill Lynch is working with experts at the University of Southern California Davis School of Gerontology to offer longevity training to Merrill Lynch financial advisors. "This program is with one of the nation's most prestigious universities, a pioneer in the study of gerontology. It will ensure that our advisors and specialists have a deeper understanding of the opportunities and challenges presented by increasing longevity," says Lorna Sabbia, head of Retirement and Personal Wealth Solutions at Bank of America Merrill Lynch.
"With greater longevity, people may have just as much to achieve in retirement as they did at age 30," adds Cynthia Hutchins, director of Financial Gerontology at Bank of America Merrill Lynch. "This longevity training program breaks new ground in giving our advisors ways to help clients meet those goals," says Hutchins, noting it's a first in the financial services industry.
Even stronger insights and resources for you to use with your advisor: When you meet with your advisor to discuss your retirement goals, be sure to take a look at the new resources available to both of you, including a "Sequence of Returns" iPad app that can help you better understand risks associated with drawing down your income in retirement.
Visit ml.com/clear for more insights. Then schedule some time with your advisor to talk about how Merrill Lynch Clear can help you think about the years ahead in a new way.