Available On-Demand

Cost: Complimentary

Editorial Webcast Sponsored by:

Gaps in retirement savings and related financial protections are anticipated to exceed hundreds of trillions of dollars in the U.S. by 2030, according to EY. This challenging situation represents an opportunity for financial advisors and other professionals to better serve clients with a greater variety of options. These strategies are growing in their variety and complexity, allowing greater targeting for the individual. Examples include different permanent life insurance tools, long-term care products, and varied types of annuities focused on income.

Join this complimentary webcast to learn what types of insurance strategies make most sense for advisors, which will demonstrate your long-term value and make the biggest impact on clients’ financial plans. You will discover:

  • How to work with clients in assessing their gaps in retirement savings and related financial protections

  • Evolving approaches, including legacy and loss protection, tax-deferred savings growth and guaranteed income

  • The most helpful and informative ways to explain these complex issues and the different industry approaches to clients

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David Blanchett | Head of Retirement Research | PGIM DC Solutions

Michael Finke, Ph.D. | Professor, Frank M. Engle Chair of Economic Security | American College of Financial Services

Dennis Martin | President, Individual Life and Financial Services (ILFS) | OneAmerica