Longevity and Legacy: Portfolio Strategies for Older Clients

Watch on October 25, 2018 | 4:15pm ET / 1:15pm PT

Phil Melville
VP, Chief Market
Brighthouse Financial

Grant McCracken
Cultural Anthropologist

Jim Caron
Managing Director
Morgan Stanley
Global Fixed Income
Melissa Cox
Head of Life Sales &
Brighthouse Financial

Client conversations on the subject of longevity and aging can sometimes be sensitive and challenging -- especially for advisors with clients who are nearing the end of their working years. How do you approach this conversation when having portfolio strategy discussions? For younger advisors specifically, it’s critical to deliver relevant and impactful facts that not only help clients, but help you build stronger relationships and a recognition of their needs.

The impact of big increases in life expectancy and the demographic shift to a predominantly senior population is changing the U.S. economy. And this is already having implications for advisors working with clients on their retirement and legacy planning.

Join Brighthouse Financial for their roundtable discussion -- Longevity & Legacy: Portfolio Strategies for Older Clients. This session will provide valuable practice-focused insights and perspective for advisors with older clients.

This webinar is free to attend and you will receive a code redeemable for one Continuing Education course worth up to 15 credit hours of CE.

Not able to attend? Register anyway! Archived versions of webinars are available to watch ON DEMAND shortly after broadcast. You will receive an email with login instructions as soon as the replay is available.

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