[WEBINAR] LoMo – The Longevity of Money from Global Atlantic
Wednesday 05/14/2025 at 11:00 am - 12:00 pm CDT
Join us this month for LoMo – The Longevity of Money, an informative webinar that helps you plan for your clients’ retirement income needs. Built upon the research of retirement expert Dr. Wade Pfau, this session will give you a simplified, systematic way to help you talk to your clients not only about their income strategy, but about their wealth protection, long-term care, and legacy needs as well.
What you’ll learn in this webinar:
New ways to share Pfau’s four retirement goals and the seven challenges your clients may need to address
The difference between probability-based and safety-first retirement income planning
A simplified quiz to help your customers learn their retirement income style preference
Annuity income strategies to support your clients’ retirement plan
We’ll also highlight our Premier Partnership Program which recognizes the success of some of our top financial professionals while helping them grow their business.
Join us this month for LoMo – The Longevity of Money, an informative webinar that helps you plan for your clients’ retirement income needs. Built upon the research of retirement expert Dr. Wade Pfau, this session will give you a simplified, systematic way to help you talk to your clients not only about their income strategy, but about their wealth protection, long-term care, and legacy needs as well.
What you’ll learn in this webinar:
We’ll also highlight our Premier Partnership Program which recognizes the success of some of our top financial professionals while helping them grow their business.
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