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Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group.
In this podcast, Tim and Doug discuss the conversation around annuities as well as education surrounding financial protective products.
They also discussed:
- What advisors can do to help pre-retiree clients best plan to avoid future regret
- The trends Lincoln and the financial professionals they work with have seen in terms of demographics
- Why Advisors are great on the accumulation portion of managing their client’s assets but have issues with decumulation
- Educating advisors on the importance of having a decumulation strategy as a part of their plan
- The value Lincoln Financial brings to financial professionals and consumers with its suite of protection-first products
- How the industry can move forward to help consumers achieve their goal of protection
Related: Retirement Do-Over: Here's One of the Most Common Regrets for Today's Retirees
Related: No Pension? No Problem.