Archived versions of WealthManagement.com webinars are available on demand 24 hours after broadcast.
 |
 |
 |
| PRESENTER: Tim Seifert Head of Annuity Sales Lincoln Financial Distributors |
PRESENTER: David Baynham Vice President maslansky + partners |
MODERATOR: Diana Britton Managing Editor WealthManagement.com |
With today’s declining pensions, longer lives, and low interest rates, it’s no surprise that 41% of clients say that having enough money to last a lifetime is their number one retirement planning goal.1 Yet 70% of clients who don’t own an annuity say it’s because they don’t know enough about it.2 This webinar will explore the barriers standing between clients and lifetime income solutions – and how better retirement income conversations can benefit your client relationships.
Fixing the retirement income conversation
Based on extensive research with investors and advisors, language specialist David Baynham, Vice President, maslansky + partners, will discuss how to overcome the fundamental obstacles in having effective conversations with clients about the value of retirement income. He’ll also explain how changing consumer dynamics are making those conversations more crucial than ever in maintaining a position of trust with clients.
Inspiring confidence: A new approach to income planning
Sharing Lincoln’s belief that a powerful retirement income plan can inspire clients’ confidence, Tim Seifert, Head of Annuity Sales, Lincoln Financial Distributors, will demonstrate how his organization has put the maslansky + partners research into practice. He will review the growing lifetime income opportunity in light of the challenges facing today’s consumers. And he’ll show how giving clients the power of knowing they have reliable income in retirement can positively affect their confidence level – and their relationships with their advisors.
Don't wait, register now! Not able to attend? Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
2 Greenwald and Associates, “Guaranteed Lifetime Income Study,” 2016.
