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April Big Ideas Webinar: How Mortality Credits Improve Portfolio Outcomes
April 14, 2020 @ 3:00 pm - 4:00 pm
April Big Ideas Webinar: How Mortality Credits Improve Portfolio Outcomes
Date: April 14 @ 3 pm ET
Presenter: Tom Hegna
In this session, Tom shows why math and science demand that insurance products be included in Retirement Portfolios. In fact, any retirement portfolio without an annuity will be suboptimal (less than what it could or should be). Research also shows that clients who have Guaranteed Lifetime Income are likely to be Happier and LIVE LONGER as well. It’s math, science, economics- but now he has added PSYCHONOMICS to the equation as well. He will also show you effective ways of communicating these facts to your clients and prospects. Don’t miss this powerful presentation.