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.
Joan Lensing, SVP, Chief Programming Officer, MMI
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
50 minutes (including time allocated for Q&A)
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.
This NetMeeting is closed to members of the media.
Please contact MMI with any questions at (646) 868-8500 or email@example.com