Self-help ✦ Penny’s Take 📱 Kindle
Longevity Risk and Retirement Income Planning
Patrick J. Collins, Huy D. Lam & Josh Stampfli · 2015
68/100
👎 Skip It
Published under the CFA Institute's own research arm, this is genuinely rigorous work on annuities and longevity risk — including the uncomfortable question of what happens if an insurer goes under. It's written for advisors and serious planners, though, so most everyday readers will find it dense going. Excellent if you're a numbers person or a professional; a tough sit otherwise.
✦ Penny’s Take — this is The Review Group’s own editorial assessment. Penny’s analytical review line researched this book from real sources and scored it across the lenses shown below. It’s an honest first-party read — not a page-by-page personal one. The gold ✓ Penny Tested mark is reserved for books Penny reads cover to cover herself.
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Show the math
Verdict receipt0–100
Faith & family safety85
Substance / usefulness80
Craft & writing70
Originality70
Evidence & accuracy82
Hype vs delivers25
Age-fit60
Human-eye read42
Penny’s verdict68
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