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Longevity and Legacy: Portfolio Strategies for Older Clients

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

PRESENTER
Phil Melville
VP, Chief Market
Strategist
Brighthouse Financial


PRESENTER
Grant McCracken
Cultural Anthropologist




PRESENTER
Jim Caron
Managing Director
Morgan Stanley
Investment
Global Fixed Income
Team
MODERATOR
Melissa Cox
Head of Life Sales &
Distribution
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.


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TAGS: Resources