Replay | MMI NetMeeting
In turbulent times, investors seek protection, income, and tax savings in their household portfolios. Innovative annuities and advisory models, combined with advanced technology and new age ecosystems, enable advisors to help investors preserve their nest eggs and put themselves in a better position for when things return to the “new normal.”
Hear about the innovative ecosystems and platforms that firms are creating, which combine protection, income and tax-saving products, and fintech solutions.
Jointly presented by the MMI Digitally-Enhanced Advice and Annuity & Insurance Solutions Communities, this MMI NetMeeting features a discussion among four senior executives on how their firms are providing advisors with the tools to coordinate investments and annuities and create a household-smart management approach that can help calm clients’ nerves while building for long-term success.
Please share this invitation with any colleagues who might also be interested in attending.
Arlen Oransky, SVP, Chief Membership Officer, MMI
Barbara Dare, VP, Alternative Distribution, Global Atlantic Financial Group
Dev Ganguly, SVP, Chief Information Officer, Jackson National Life
Brent Mondoskin, VP, Product Strategy and Solutions, Fiduciary Exchange
Bebe Wilkinson, VP, Head of Wealth Management Product, MassMutual
50 minutes (including time allocated for Q&A)
Investments & Wealth Institute® has accepted the MMI NetMeeting for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
This NetMeeting is closed to members of the media.
We hope you can join us on July 16. This NetMeeting will be recorded. Even if you cannot attend live, please register so that we can notify you when the replay is available.
For more information, contact MMI at 646-868-8500 or firstname.lastname@example.org.