NASSAU RE/IMAGINE
Session 6: Core Advisor Software
“Reshaping the Retirement Conversation with Better Advisor Software”
Developing a thoughtful, thorough retirement plan today requires increasingly specialized expertise in needs analysis, risk assessment, product selection, Social Security optimization, health care planning, performance management, and psychology. In an increasingly litigious environment, providing this service becomes increasingly difficult for practitioners. Can consistent advances in software platforms lead to more productive discussions with clients, better outcomes, and less risk for all parties?
Connect with the panelists:
| Alison Susko, Director of Partnerships, Asset-Map |
| Jeff Quigley, Vice President, Enterprise Sales & Relationships, LifeYield |
| Sheryl O’Connor, Chief Executive Officer, WealthConductor LLC |
Learn more about Nassau Re/Imagine: imagine.nfg.com
Connect with us: https://www.linkedin.com/showcase/nassau-reimagine
Explore the Retiretech Forum Recordings: https://imagine.nfg.com/retiretech-forum-2022/
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This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.
‘Symetra® is a registered service mark of Symetra Life Insurance Company.’
