Peak 65 Zone Is Here - Creating a New Framework for America's Retirement Security

On-Demand Webinar | 43 minutes| October 21, 2024

Summary

In this webinar covering the "Peak 65 Zone" — the largest surge of Americans turning 65 in U.S. history — Jason J. Fichtner discussed:

Key agenda items include:

  • The pivotal role protected lifetime income plays in today's landscape.

  • Why the three-legged stool apporach to retirement (employer pensions, personal savings, and Social Security retirement benefits)is no longer a sustainable strategy.

  • A new framework to ensure clients have enough protected income in retierement.

  • Policy considerations and Social Securiy-claiming strategies to help retirees maximize protected lifetime income.
 

Speaker

Person's Image

Reed J. Lloyd

CRC®, CRPS® 

Assistant Vice President, Retirement Strategies Group

Reed Lloyd has extensive experience in annuities, advanced sales concepts, and estate planning.

Person's Image

Reed J. Lloyd

CRC®, CRPS® 

Assistant Vice President, Retirement Strategies Group

Reed Lloyd has extensive experience in annuities, advanced sales concepts, and estate planning.

No materials are available for this webinar. 

Questions

Finished watching the webinar, but still have questions?

The Retirement Strategies Group is here to help.

Submit a Question

VLP3886WP-2400

 

Pacific Life, its affiliates, distributors, and respective representatives do not provide tax, accounting or legal advice. Any taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor or attorney

Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.

Unless otherwise noted, all aforementioned money managers, their distributors, and affiliates are unaffiliated with Pacific Life and Pacific Select Distributors, LLC.

Pacific Life refers to Pacific Life Insurance Company and its subsidiary Pacific Life & Annuity Company. Insurance products can be issued in all states, except New York, by Pacific Life Insurance Company and in all states by Pacific Life & Annuity Company. Product/material availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues. 

Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company and an affiliate of Pacific Life & Annuity Company. 

The home office for Pacific Life & Annuity Company is located in Phoenix, Arizona. The home office for Pacific Life Insurance Company is located in Omaha, Nebraska.

No bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency

For financial professional use only. Not for use with the public.