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Challenges Women Face as They Prepare for Retirement

Host/Speakers:

  • Alissa Hufford, Sales Director, Annuity Solution Center, Crump
  • Roberta Eckert, Vice President, Retirement Insitute, Nationwide, CRPC, CHSA, CLTC, RICP, RCC
  • Vinnie Bhatti, Senior Relationship Consultant, Nationwide  

Please join us as Roberta Eckert, vice president of Nationwide Retirement Institute® Women and Retirement program, provides deeper insights into women's challenges regarding Social Security, health care, and long-term care as they prepare for retirement. This program helps identify critical questions to ask your clients as they prepare for retirement. Roberta Eckert joined Nationwide in June 2013 with more than 26 years of financial industry experience. Roberta is committed to educating advisors, their clients, plan sponsors, and participants about retirement income planning strategies and their practical implementation.

During this call, we will discuss the following: 

  • What makes women an increasingly important financial professional market, and how you can reach women to meet their specific financial planning needs.
  • Critical questions to ask when navigating financial planning scenarios for women of different ages and marital statuses, with additional caregiver responsibilities and varying affluence. 


0822 SOLC22-11141-A   0824

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For Financial Professional Use Only. Not intended for use in solicitation of sales to the public. Not intended to recommend the use of any product or strategy for any particular client or class of clients. For use with non registered products only. Crump operates under the license of Crump Life Insurance Services Inc., AR license #100103477. Products and programs offered through Crump are not approved for use in all states.  

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