Boomertirement Summit Podcasts
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Lifestyle
Life Income
Lifeboats
Capstone Panel
Lifestyle
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Navigating the Complexities of the 21st Century Wealth Span (05:53)
- Neal Cutler, Ph.D. - Associate Director of the Gerontology Program, University of North Carolina at Greensboro
Cutler introduces a solution for the "Senior Sandwich" Boomers who are still caring for their children, while also financially supporting their parents.
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The New Rules for Selling to Boomers (09:32)
- Matt Thornhill – President and Founder, Boomer Project
Thornhill provides expert perspective about how to sell financial services products to members of this unique generation.
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Life Income
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Solutions to Meet the Challenge of a Changing Retirement Landscape (08:46)
- Alicia Munnell - Peter F. Drucker Professor, Boston College Carroll School of Management; Director, Center for Retirement Research, Boston College
To improve retirement income security. Munnell recommends a partnership between individuals, employers and the government.
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Guaranteed Income for Life #1 (06:01)
- Bobb Meckenstock, CLU, MBA - President, The Meckenstock Group/Main Street Securities, LLC; 27-year MDRT Member
Meckenstock discusses solutions to combat decreased savings and longer lives - two factors that are compromising Boomers' retirement income.
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Guaranteed Income for Life #2 (12:29)
- John Huggard, J.D., CPA - Alumni Distinguished Professor, North Carolina State University
Huggard provides an explanation of the living benefit annuities that provide a solution to longevity, sequence or returns and inflation risk.
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Exit Strategies for Retirement Savings #1 (07:54)
- Michelle L. Hoesly, CLU, ChFC - Principal, Capital Resources; 29-year MDRT Member
Many strategies that work well during the accumulation phase can actually increase risk during distribution. Hoesly discusses three distribution-phase strategies that can help Baby Boomers ensure sustainable life income.
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Exit Strategies for Retirement Savings #2 (04:41)
- Ed Slott, CPA - IRA Expert and Author
Slott presents an approach that protects retirement assets by taking advantage of the three biggest benefits of the U.S. tax code.
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Lifeboats
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Protecting Boomers' Assets and Independence #1 (11:22)
- Moderator: Stephen Piontek – Editor in Chief, National Underwriter Life & Health magazine
- Brian H. Ashe, CLU – President, Brian Ashe and Associates, Ltd.; 36-year MDRT Member and 2000 MDRT President
- Harley Gordon – President, The Corporation for Long-Term Care Certification, Inc.
Three of the industry's premier insurance experts explore how financial advisors can help Baby Boomers employ Lifeboats that protect against the burden of unforeseen and uncontrollable expenses.
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Protecting Boomers' Assets and Independence #2 (4:54)
- Harley Gordon – President, The Corporation for Long-Term Care Certification, Inc.
In an excerpt from the Protecting Boomers Assets and Independence Podcast #1, Gordon advises financial professionals to communicate about long-term care insurance the same way they do about life insurance.
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Capstone Panel/Call to Action
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Boomertirement Solutions Summary, Perspectives and Call to Action #1 (14:38)
- Moderator: Tom Wheeler - Boomer, Author and Private Equity Manager
- Philip E. Harriman, CLU, ChFC - 2007 MDRT President
- Frank Keating - President and CEO, American Council of Life Insurers
- Robert Romasco, MBA - AARP Board of Directors
This high-profile panel discussion was the capstone of the two-day Boomertirement Industry Summit. During the session, three premier retirement experts and thought leaders provided insight regarding solutions to the Baby Boomer retirement crisis.
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Boomertirement Solutions Summary, Perspectives and Call to Action #2 (3:48)
- Frank Keating - President and CEO, ACLI
Keating provides insight about how the financial services industry can appropriately "disturb" Boomers to take action, and display the leadership that will ensure government leaders address retirement security issues.
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Boomertirement Solutions Summary, Perspectives and Call to Action #3 (4:41)
- Robert Romasco, MBA - AARP Board of Directors
Romasco discusses how AARP is galvanizing itself to create the political will to address long-term retirement security - and how financial advisors can contribute to that effort.
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Boomertirement Solutions Summary, Perspectives and Call to Action #4 (6:49)
- Philip E. Harriman, CLU, ChFC - 2007 MDRT President
Harriman says industry leaders must create awareness that financial professionals have financial solutions that can help Boomers take action, and develop relationships that can help ensure their financial dignity during retirement.
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