February 4, 2020 | 4:00 pm ET
Hosts
- Bernie Casey, Annuity Wholesaler, Crump Life Insurance Services
- Michael Harris, CFP®, CLU, ChFC®, Senior Educational Advisor, Alliance for Lifetime Income
An Introduction to the Alliance for Lifetime Income*: In Pursuit of Purpose!
Alongside our member organizations, the Alliance’s goal is to strategically help to grow the market for annuities by changing the conversation to resonate more deeply with both consumers and financial professionals. At our core, we are running a category campaign—one that is product and business model agnostic. This campaign educates Americans about protected income solutions and simplifies the language and conversation around annuities to open the door for consideration of this asset class—and we do think of “Protected Lifetime Income” as an asset class and as a critical component of a diversified retirement portfolio.
During this webinar with the Alliance, we’ll discuss the following:
- Tools to educate consumers on the topic of protected income.
- How to encourage financial professionals to include protected lifetime income when making client recommendations for retirement portfolios.
- Driving industry thought leadership regarding the role of annuities in retirement planning.
- Magnifying the campaign’s impact and improving the discussion of annuities through partnerships with member organizations and public and nonprofit organizations.
Join us to learn more!
*The Alliance for Lifetime Income is a nonprofit 501(c )(6) organization based in Washington, DC. Member companies include some of the nation’s leading financial services organizations that have made a long-term monetary commitment to help fund the Alliance’s work to create awareness and educate Americans about the importance of protected lifetime income. The Alliance is focused on helping educate Americans about addressing the risk of outliving their savings so they enjoy their retirement lives. The Alliance provides consumers and financial advisors with the educational resources, tools, and insights they can use to build plans for protected retirement income.