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

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