Understanding Registered Index-Linked Annuities: Balancing Growth and Protection in Today's Market

Join us for an educational webcast as we explore how RILAs work, their unique features, and the role they can play in a diversified retirement strategy. Whether you're new to RILAs or looking to deepen your understanding, this session will provide valuable insights for financial professionals and their clients.

During the webcast, you'll also learn about:

• The general principles of effective retirement income planning. 
• How annuity investments fit into clients' broader retirement portfolios.
• The financial and behavioral implications of annuity investments.
• The evolution of annuity distribution for fee-based advisors, and more!

Speakers: 

John Manganaro | Senior Reporter | ThinkAdvisor

John Manganaro focuses his coverage on all things retirement, with a special emphasis on the perspective of financial planning professionals and wealth managers. John's work helps to illuminate the important role of financial advisor professionals and to demonstrate the critical importance of the U.S. retirement savings system. His coverage of the retirement industry has earned multiple Jesse H. Neal Awards finalist designations.

Tamiko Toland | Co-Founder | IncomePath

Tamiko Toland, co-founder of IncomePath, is a recognized thought leader with a passion for retirement income and annuities. As a strategic problem solver and connector, she is keen to identify opportunities to craft creative business solutions. In addition to being an income planning entrepreneur, Toland is an experienced speaker, writer, and media liaison. She leverages all forms of media to reach a wide range of audiences. At the core, she specializes in helping people understand critical financial topics in a way that is simple, easily digestible, and gives them confidence.

David Lau | Founder, CEO | DPL Financial Partners

David Lau is widely recognized as an innovator and disruptor in the financial services industry. He is the Founder and Chief Executive Officer of DPL Financial Partners, a privately held financial services firm that specializes in the development and distribution of low-cost, commission-free insurance and annuity products, as well as technology-driven product discovery tools and education, for Registered Investment Advisors (RIAs) and individual investors.

Kelli Hueler | Founder and CEO | Hueler Companies

Kelli Hueler is the founder of Hueler Companies, which delivers the groundbreaking Income Solutions platform, a lifetime income annuity marketplace with streamlined tools that can help turn retirement savings into an income stream savers won't outlive. Additionally, Hueler is a frequent speaker and presenter who helps financial advisors and their clients master important income planning topics.

Elle Switzer | Director, Annuity Product Management | TruStage

Elle Switzer is an esteemed Director of Annuity Product Management at TruStage, where she plays a pivotal role in shaping annuity product strategy, fostering innovation and driving development. With a proven track record, Switzer has spearheaded the launch of multiple award-winning annuity products, solidifying her reputation as a leader in the field. Additionally, she takes charge of annuity competitive intelligence and inforce management, ensuring TruStage maintains a competitive edge in the market. Switzer's journey at TruStage began in 2011 when she joined as an Actuarial Associate, focusing on annuity valuation. Over the years, she has held various positions, including roles in annuity pricing, ultimately ascending to the position of Senior Product Manager, Annuity Solutions in 2016 and further advancing to her current role as Director, Annuity Product Management in 2018.

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Questions? Please email: [email protected]