MMI NetMeeting: Incorporating Annuities in Household Portfolios: Business & Tech/Ops Leaders Discuss Ecosystem & Platform Trends

 

CE?

Yes

 

CE Type

1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA®

 

Duration

50 minutes

Summary

Hear about the innovative ecosystems and platforms that firms are creating, which combine protection, income and tax-saving products, and fintech solutions.

Jointly presented by the MMI Digitally-Enhanced Advice and Annuity & Insurance Solutions Communities, this MMI NetMeeting features a discussion among four senior executives on how their firms are providing advisors with the tools to coordinate investments and annuities and create a household-smart management approach that can help calm clients’ nerves while building for long-term success.

Introductions By

Arlen Oransky, SVP, Chief Membership Officer, MMI.

Moderator

Barbara Darem, VP, Alternative Distribution, Global Atlantic Financial Group.

Presenters

Dev Ganguly, SVP, Chief Information Officer, Jackson National Life.

Brent Mondoskin, VP, Product Strategy and Solutions, Fiduciary Exchange.

Bebe Wilkinson, VP, Head of Wealth Management Product, MassMutual.

Price: $0.00