Jul 28, 2022
Nassau Re/Imagine Retiretech Forum
Panel 1: Sales & Marketing
“Starting Retirement Planning Discussions in an Increasingly Distracted World”
Retirement planning is a critical need for millions of Americans. However, it’s never been harder than it is today to start that important conversation. Call screening technology grows more sophisticated. Digital ad prices increase. Email open rates decline. Conflicting messages in the mainstream media cause doubt about the value of our core products. In addition, a growing stream of television ads threaten to create health care planning fatigue. How should the industry adapt and find more effective ways to create more individual retirement plans? What platforms will advisors and distributors need to make finding clients as efficiently as possible?
Connect with the Panelists:
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Denny Southern, President of Annuities & Retirement Planning, AmeriLife, Moderator |
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Bryan Padgette, Senior VP, Sureify |
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Barbara Ingraham, Managing Director, Excess & Surplus, Verisk |
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Jeff Piotrowski, Market Leader, Insurance, Jornaya |
Learn more about Nassau Re/Imagine: imagine.nfg.com
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