Integrating Retirement Strategies to Meet Client Investment Preferences – Jackson National Life Distributors LLC – 9.30.22

Overview:
Title: Integrating Retirement Strategies to Meet Client Investment Preferences
Date: Friday, September 30, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour
 

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Summary:

Now On Demand

Financial professionals consider many factors to help clients meet their financial goals and investment styles along the retirement planning spectrum – from maximizing wealth to creating a sustainable stream of income through retirement.

Join Tim Munsie, Head of RIA, Platform Distribution and Planning at Jackson, for an insightful conversation with retirement experts Wade D. Pfau, Ph.D., and Michael Finke, Ph.D., of The American College of Financial Services. They’ll discuss how financial professionals can better meet client needs by utilizing a broader range of strategies that effectively manage risks retirees face and resonate with each client’s personal style for sourcing retirement income.

Discussion topics include:

  • How to design retirement income strategies that align to clients’ investment styles
  • The risk of using a conventional investment portfolio to fund retirement income
  • Retirement risks and risk management strategies
  • How to use annuities to address inflation anxiety
 

Speakers:
Wade D. Pfau, Ph.D., CFA®, RICP® Wade D. Pfau, Ph.D., CFA®, RICP® Program Director, Retirement Income Certified Professional Designation, Professor, Retirement Income The American College of Financial Services

Wade D. Pfau, Ph.D., CFA®, RICP®, is the program director of the Retirement Income Certified Professional® designation and a Professor of Retirement Income at The American College of Financial Services in King of Prussia, PA, as well as a co-director of the college’s Center for Retirement Income. As well, he is a Principal and Director for McLean Asset Management and RISA, LLC. He also serves as a Research Fellow with the Alliance for Lifetime Income and Retirement Income Institute. He holds a doctorate in economics from Princeton University and has published more than sixty peer-reviewed research articles in a wide variety of academic and practitioner journals. He hosts the Retirement Researcher website, and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an Expert Panelist for the Wall Street Journal. Wade’s newest book is Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success.
Michael Finke, Ph.D., CFP® Michael Finke, Ph.D., CFP® Professor, Wealth Management, Frank M. Engle Distinguished Chair in Economic Security The American College of Financial Services

Michael Finke, Ph.D., CFP® is a Professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He studies optimal spending in retirement, life satisfaction and cognitive aging, behavioral response to investment risk, and retirement policy. He is a frequent speaker in the financial planning profession and was named one of the 25 most influential people in the field of investment advising in 2013, 2014 and 2020 by Investment Advisor Magazine.
Tim Munsie Tim Munsie Head of RIA, Platform Distribution and Planning Jackson National Life Distributors LLC (JNLD)

Tim Munsie is Head of RIA, Platform Distribution and Planning at Jackson National Life Distributors LLC (JNLD), the marketing and distribution arm of Jackson. Tim oversees all partnerships in the RIA space and is responsible for Jackson’s RIA growth efforts across the internal and external sales team. He also leads Jackson’s business development efforts and partnerships within the platform vertical. Additionally, Tim is responsible for overseeing multiple teams supporting financial professionals, including the Advanced Markets and Advisory Integration teams.

Tim has held multiple roles at Jackson and was most recently SVP of product strategy and development, responsible for numerous strategic initiatives including the launch of products in the Defined Contribution market. An industry veteran, Tim has experience in the wirehouse, bank and IBD space as both a financial professional and head of advisory platforms. Tim graduated from the University of Connecticut in Storrs, Connecticut.
Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein.

Annuities are long-term, tax-deferred vehicles designed for retirement. Variable annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax if withdrawn before age 59½ if an exception to the tax is not met.

Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York, by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These contracts have limitations and restrictions. Contact Jackson for more information.

Wade D. Pfau, Ph.D., Michael Finke, Ph.D., The American College of Financial Services, McLean Asset Management, Retirement Researcher, RISA, LLC, and RIAChannel.com are not affiliated with Jackson National Life Distributors LLC. Neither the presenters, the presenters’ employer, nor any of their affiliates should be considered to be providing legal, tax or estate planning advice. For questions regarding a specific situation, please consult a qualified advisor.

Jackson® is the marketing name for Jackson Financial, Inc., Jackson National Life Insurance Company® and Jackson National Life Insurance Company of New York®. Jackson National Life Distributors LLC. OSJ: 300 Innovation Drive, Franklin, TN 37067 Phone: 800/565-8797.

CMN26780 09/22