Venue
Online

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Event Date Tue Aug 31 EDT (10 months ago)
Location Online
Region Americas
Details

This webinar will discuss incorporating annuities in financial planning.

Annuities protect income. Despite their occasional misuse, and how they can be portrayed by the media, annuities are an important part of financial planning. And, when used correctly, they can even do more.

Join us to find out how to:
• Grow your assets and lifetime client value
• Increase the probability of retirement success for your client
• Complete a meaningful income strategy planning session in under 30 minutes
• Mitigate one of the greatest longevity risks in retirement
• Show your client how to maximize Social Security

Speakers

2021 Speakers

Mike McGlothlin, CLU, ChFC, CFP, LUTCF
Executive Vice President of Retirement for Ash Brokerage

Chad Eyrich, CLTC, LTCP
Vice President of Long Term Care at Ash Brokerage

Kegan Morris, CFP, ChFC, RICP
Retirement Income Consultant at Ash Brokerage

Sponsors & Partners

2021 Partners

• ASH
• Chalice
• Coventry
• Covisum
• Cross Country Mortgage
• Guardian
• Principal
• American Cancer Society