233 - Finding, Funding and Improving The Future Retirement of GenX and GenZ

Join us as we revisit a panel discussion from Retiretech Vegas, April 2024: When should retirement planning start? How should the experience change not only for Baby Boomers but for Millenials, Gen Z, and Gen Y? We will talk about innovations in product and engagement that will change how the process occurs in the future. Moderator: Jonathan Kalman, EOS Ventures Speakers: Alison Susko, Asset–Map; David Macchia, Wealth2K; Farooq Sheikh, Unqork; Sri Reddy, Principal Financial Group Learn more about Retiretech by visiting www.imagine.nfg.com

Om Podcasten

We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.