Health Care in Retirement
A significant concern people have in retirement is affording their health care. This webinar covered health-related costs and how they affect retirement and the overall financial planning process.
The Evolution of Advice
This expert panel sponsored by IRI’s Asset Manager Committee walks us through from active to passive as they map out of the future of retirement income advice.
Retirement Income and Investment Risk
This seminar explores the past, present, and future of retirement income planning.
Women and LTC
This seminar explores why women are ideal candidates for long-term care planning. It sheds light on the factors that make women more at risk for long-term care than men and the financial sacrifices of not having a plan in place.
Navigating Retirement Now and in the Future
A discussion of the financial well-being of current retirees and strategies advisors can use to prepare near-retirees and retirement savers for the financial ups and downs of retirement life.
A Multigenerational Approach to Planning for LTC Expenses
This webinar explored how long term care planning is a component of multigenerational wealth planning.
Generational Distinctions in Retirement Planning
This webinar reviewed the current state of retirement readiness of various generations, and explored how their different experiences impact their saving and investing habits.
How to Grow Your Business and Avoid the Pitfalls of Compliance with Social Media
This webinar examined how to shift between utilization and maximization of social media tools while remaining cognizant of potential compliance issues.
State of the Insured Retirement Industry 2016
Check out what people are saying on social media, and sign up for our industry newsletters.LEARN MORE
A compilation of FAQs to provide advisors general information on the DOL Fiduciary RuleVIEW ALL
Short, free videos covering various DOL Rule topicsVIEW VIDEOS