Venue
Virtual Event
Virtual Event

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Event Date Tue Apr 27 EDT (6 months ago)
Region All
Details

Financial professionals today face a number of challenges when assisting preretirees in an ever-changing economic landscape of challenges and financial risks. These changes include loss of employer pension plans, historically low interest rates, increased market volatility, rising health care cost, looming changes to Social Security and Medicare, forced retirement, extended longevity and more recently, a pandemic! This session will identify fresh concepts and mathematical ideologies on new designs for retirement planning that could improve income, growth, and liquidity for your retiree clients.

Takeaways:

• Creating an emotional connection with preretiree clients
• Discussing fears and risks retirees face today
• Defining distinct roles of Investment vs Insurance to improve retirement efficiency
• Framing complicated concepts in simple terms for retirees’ understanding
• Helping retirees set responsible expectations in establishing specs used to forecast their plan

Speakers

2021 Speakers

SPEAKER:

Curtis Cloke, CLTC, LUTCF, RICP
CEO & Founder, Thrive Income Distribution System

Sponsors & Partners

2021 Sponsors

SPONSOR:
• Ash Brokerage, LLC
• Coventry
• Covisum, LLC
• CrossCountry Mortgage
• Guardian Life Insurance Company
• Security Mutual Life Insurance Company