Replay | MMI NetMeeting
In times of turmoil, investors pursue a flight to safety, seeking comfort by managing risk and, given market volatility, they also need to address taxes. Innovative annuity products combined with advanced technology can offer investors a better chance to preserve their nest eggs and be in a stronger position when things return to what will be the next new normal.
This MMI member-only NetMeeting – jointly presented by MMI’s Digitally-Enhanced Advice and Annuity & Insurance Solutions Communities – covers how firms are providing advisors with tools to coordinate investments and annuities and create a household-smart management approach that can help calm clients’ nerves while building for future long-term success. This session is particularly timely and relevant as investors worry about the impact of the coronavirus crisis on their portfolios.
Introduction:
Joan Lensing, SVP, Chief Programming Officer, MMI
Presenters:
Jack Sharry, EVP, Chief Marketing Officer, LifeYield; Co-Leader, MMI Digitally-Enhanced Advice Community
Tim Munsie, SVP, Advisory Platform Distribution, Jackson National Life; Co-Leader, MMI Annuity & Insurance Solutions Community
Corey Walther, President, Allianz Life Financial Services; Co-Leader, MMI Annuity & Insurance Solutions Community
Duration:
50 minutes (including time allocated for Q&A)
CE Credit:
Investments & Wealth Institute® has accepted the MMI NetMeeting: The Prominent Role Annuities are Playing in Turbulent Markets and Household Solutions for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. The Course ID number will be provided after you have attended the NetMeeting.
Note:
This NetMeeting is closed to members of the media.
Please contact MMI with any questions at (646) 868-8500 or events@mminst.org
