Jackson National Life – Fintech Panel with MoneyGuide, LifeYield and Riskalyze – 9.1.20

Summary:

Now On Demand.

Fintech tools offer financial professionals many options for efficiency and effectiveness for creating client financial plans. From risk tolerance analysis and goals-based planning, to tax-focused investments, these tools can quickly and clearly help illustrate various financial planning scenarios – providing the support financial professionals need to position specific investments that align to their clients’ goals.

Jackson has formed alliances with Envestnet MoneyGuide, LifeYield, and Riskalyze – three frontrunners in the fintech space – to help financial professionals deliver value to their clients. Join us to discuss the how the synergy of these fintech tools and protected lifetime income products provide opportunities for financial professionals to offer differentiated service to make decisions for their clients and build their business.

Key topics include:

• How to use Envestnet MoneyGuide, LifeYield, and Riskalyze to optimize the due diligence process
• Quantifying the value of tax-smart asset location in dollars
• How to quickly demystify a client’s Social Security filing puzzle and transition to a retirement income discussion
• Ways to maximize tax-deferral strategies in an effort to improve after-tax returns and outcomes
• How to effectively engage clients in the financial planning decision-making process

Speakers:

Tim Munsie is senior vice president of advisory platform distribution at Jackson National Life Distributors LLC (JNLD), the marketing and distribution arm of Jackson National Life Insurance Company^® (Jackson^® ). He is responsible for various strategic initiatives including the integration of Jackson’s products within third party fintech tools and platforms, particularly those related to the company’s advisory initiatives. He also leads advanced planning at Jackson and directs the company’s hybrid distribution efforts.

Mr. Munsie transitioned from National Planning Holdings^® Inc. (NPH), an independent broker-dealer network that was sold to LPL Financial in August 2017, where he headed up advisory and platform strategy. In addition to NPH, he has experience in the wirehouse, bank and IBD space as both an advisor as well as head of advisory platforms.

As head of advisory platform strategy for NPH, Mr. Munsie oversaw the development and strategy of the WealthONE^® advisory platform. His duties encompassed creating and executing a collaborative vision for all aspects of the platform including product, pricing and technology.

A veteran of the financial services industry, Mr. Munsie was director of advisory business and the co-portfolio manager for proprietary investment models at Infinex Financial Group. Prior to this role, his responsibilities at Lincoln Financial Securities in Hartford, Connecticut, included founding the investment committee that supervised retail client portfolios. He began his career at UBS Financial Services, also in Hartford. Mr. Munsie graduated from the University of Connecticut in Storrs, Connecticut.

Kevin has played a key role on the MoneyGuide sales team in driving growth and building the company’s overall sales capabilities. As Chief Growth Officer, Kevin is responsible for driving strategic and operational initiatives to accelerate MoneyGuide’s growth and overseeing sales and retention. His passion is focusing on building long-term partnerships with customers to help them maximize the value they get from all versions of the MoneyGuide software.

Jack has been a financial industry innovator for nearly 30 years as an executive at Morgan Stanley, Putnam Investments and The Phoenix Companies serving as a senior leader in sales, marketing, product development and distribution strategy. While at Phoenix, Jack led a team that developed the first multi-manager wholesale distribution model for advisory platforms and the first income guarantee on an advisory program. Jack is Chairman of the Money Management Institute’s (MMI) Digitally Enhanced Advice Committee. He is the author of a series of research papers on Goals-based Wealth Management. Jack has been recognized as an MMI Pioneer, a select group of industry leaders and was awarded the 2013 MMI Chairman’s Award for retirement income thought leadership.

Jack has a B.A. from the University of Connecticut.

Mike McDaniel is Co-Founder and Chief Investment Officer at Riskalyze. Mike is a risk manager at heart. In 2005, he founded McDaniel Wealth Management, a fee-only registered advisor firm. In his role at Riskalyze, Mike oversees all decisions that are affected by investment philosophy, market-driven communications, research or methodology practices, and distribution efforts with asset managers. Mike is happiest when spending time with his family, working on his farm, bottling his own “Relentless” wine, or fishing in the Sierra Nevada foothills.