Solving the Middle American Retirement Crisis: Best Practices Using Guaranteed Income
Americans face a variety of current risks: market uncertainty, political volatility, changing monetary policy, and increasing longevity. Planners face the challenge of navigating through these obstacles to build a successful financial services practice, attract new clients, and remain relevant with today’s demographic shift from the workforce to retirement. Placing guaranteed income enhances the probability of success but at the cost of our assets under management. Finding the correct balance to grow the business while remaining out of a litigator’s eye requires planning, technique, and the proper asset location, not asset allocation.
Attendees will learn:
- Major demographic forces that promote guaranteed income in planning situations.
- How to determine the proper asset placement in guaranteed income.
- Ways to help middle-Americans retire earlier than they thought.
- Finding solutions versus sacrifices to increase the chances or referrals in the future.
Mike McGlothlin, CLU, ChFC, CFP, LUTCF is a team leader, retirement industry activist, best-selling author and disciple of Indiana Hoosier basketball. As executive vice president of retirement products at Ash Brokerage, he heads a team providing income planning solutions focused on longevity and efficiency. He also provides guidance and assistance for advisors and broker-dealers navigating marketplace and regulatory changes. With 25 years of industry experience, Mike is a sought-after writer and speaker focused on helping advisors bring true value to their business. He became a certified Go-Giver coach and speaker so he could share the Five Laws of Stratospheric Success and show others how the philosophy could change their work and life. He's also a certified StoryBrand guide, helping advisors find results from their marketing efforts. Mike's web series, “Winning Strategies,” provides insight and motivation for financial advisors in many forms - blogs, videos, a podcast, and more. His blogs haven been turned into two books,, “Above the Clouds … Winning Strategies from 30,000 Feet” and "Winning Strategies: The New Rules for Retirement Planning." His third book, "Free Throws for Financial Professionals" was published in October 2018 and made the Amazon best-seller list. Mike is a graduate of the Kelley School of Business at Indiana University, where he majored in business economics, public policy, and business analysis. In addition to his Indiana life and health insurance license, he has active Series 6, 26 and 63 registrations. He remains active with many professional associations and currently serves on the executive committee for the Society of Financial Service Professionals.
1 CFP® credit, 1 CPE (accounting) credit, and 1 Professional Recertification (formerly PACE) credit have been approved.
$5.00 fee per credit.
You must participate in the live webinar in order to earn CE credits. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP will report your credit to the CFP Board for you after the webinar.
Registration Fee (includes PowerPoint and access to the archived program)
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This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar.
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The recording will include both the audio portion and PowerPoint slides.