Podcasts
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Boomertirement Summit Podcasts
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Lifestyle
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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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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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Exclusive MDRT Member Podcasts
Expert Advice for Serving Boomers
Moderated by 31-year MDRT member W. Thomas Spencer, Jr., CLU, ChFC, these podcasts provide forward-thinking advice and insight from fellow MDRT members who are leaders in retirement planning and income distribution.
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Briggs Matsko, CFP, 21-year MDRT member
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Connecting with Boomers (3:46)
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Transitioning from Engagement to Analysis (5:11)
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Boomertirement Products and Solutions (4:48)
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Keeping Boomers Involved (3:35)
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Greg Gagne, 8-year MDRT member
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Working with Boomers (3:32)
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Tackling Economic Uncertainty (3:56)
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Solutions for the "Sandwich Generation" (3:30)
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