The Future of Insurance: What It Means for Advisors & Clients – ThinkAdvisor

May 30, 2022 By admin

The Future of Insurance: What It Means for Advisors & Clients

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Date: Wednesday, June 15, 2022
Time: 1 pm ET | 10 am PT
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
REGISTER NOW! (Not able to attend? We recommend you STILL REGISTER – you will receive an email with how to access the recording of the event)
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