Stephanie Simon

107 Reinventing Core Advisor Software

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/

 Listen

Show Sponsors

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.’

Laura Dinan Haber107 Reinventing Core Advisor Software
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106 Addressing Climate Change Through Annuities

Session 5: Climate Risk

Climate change promises to impact more than the property & casualty sector. The Department of Labor recently released a “Request for Information on Possible Agency Actions to Protect Life Savings and Pensions from Threats of Climate-Related Financial Risk.”

Home equity comprises a major part of retirement savings, but many homes lay in regions under threat of flooding from climate change. Should this change our key retirement planning assumptions? Have we created retirement products with enough asset diversity to buffer critical sources of income from rising seas and hotter, more arid seasons? Finally, can annuities provide retirement stability for sectors of our community adversely affected by necessary changes in our economy? Listen to learn more.

Connect with the panelists:

Charlie Sidoti, Executive Director, InnSure

Stephanie Simon, Strategy & Partnerships, InnSure

Evan Greenfield, ESG & Climate Investor

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/

 Listen

Show Sponsors

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.’

Laura Dinan Haber106 Addressing Climate Change Through Annuities
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051 Symetra x Re/Imagine Partnership

In July 2020, Symetra and Nassau Re/Imagine entered into a strategic partnership. Listen this episode to learn more about what brought them together, some surprising shared benefits and just how they plan to measure the impact of innovation across the company.

 Watch

 Listen

Show Sponsors

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.’

Nicholas Brenia051 Symetra x Re/Imagine Partnership
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