Webinar: How Investors Evaluate Guaranteed Lifetime Income Products – June 1

Webinar: How Investors Evaluate Guaranteed Lifetime Income Products: Report on a National Survey

Date: June 1, 2016, noon – 1 pm ET

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Join this webinar to get current insight into consumers’ views toward financial products that provide guaranteed lifetime income, the key obstacles to greater utilization and key insights on how to effectively present these solutions.

Presenters:

Gary Baker, President, CANNEX USA

Gary Baker is President, CANNEX USA, and has led the U.S. operation of CANNEX Financial Exchanges Limited since January 2010. Gary acts as an industry expert for retirement products and concepts with the media, industry associations and Capitol Hill including testifying as an expert witness to the DOL’s ERISA Advisory Council.

Prior to joining CANNEX, Gary led product development and marketing for MassMutual’s Retirement Income and had had an 18 year career with GE Capital, where he held senior management positions in business development, product development and marketing.

Mathew Greenwald, President, Mathew Greenwald & Associates, Inc.

Mathew Greenwald is the President of Mathew Greenwald & Associates, Inc., a market research firm, founded in 1985, that specializes in retirement, employee benefits and other financial services issues.  He was a Congress-appointed delegate to the 1998 and 2002 National Summits on Retirement Savings, an elected member of the Market Research Council, and has published numerous articles on retirement issues.

Prior to founding Greenwald & Associates, Matt spent 12 years at the American Council of Life Insurers as Director of Social Research. He has a Ph.D. in sociology from Rutgers University.

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RMA® Reminder:

Note that attendance at the webinar counts towards required CE for RIIA’s RMA designation. One webinar = 1 hour of credit.

For RIIA institutional members, all employees within the company are RIIA members and should take advantage of this member benefit.

Special Thanks to:

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