Saturday • December 16
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Financial Security and the New Retirement
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Dan Veto will be speaking with Scott Perry, President of Bankers Life and Casualty Company. Scott will be discussing the importance of the Company's recently launched study conducted by Center for a Secure Retirement. Also, Scott and Dan will explore the many findings that have emerged from the Center for a Secure Retirement's latest research report: Middle Income Boomers, Financial Security and the New Retirement. Anyone wanting up-to-date knowledge on how middle income Americans are thinking about retirement needs to tune in to this show!
Episode Segments:
 
Retirement Spark! Center for a Secure Retirement
Scott explains why the CSR has become a powerful source of insight on retirement, talks about its focus on everyday Americans, and how they plan to continue momentum moving forward.
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Retirement Spark! The Changing Nature of Retirement
Scott shares what the Center for Secure Retirement has learned about the way people are viewing retirement today, and the factors that are contributing to those views. And although views are changing, there are things about retirement that boomers would like to retain.
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Retirement Spark! Retirement Advice myths.
Scott dispels the three main myths that people about using a retirement planner, and explains the realties. We also have advice on how you can select the right type of advisor for your financial needs.
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Retirement Spark! Taking the Steps
In our final segment, Scott lays out the practical steps individuals should be taking in order to secure a solid financial future.
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Links to Related Websites:
Middle-Income Boomers, Financial Security And The New Retirement
Two-thirds of middle-income Boomers say their retirement will be different from that of previous generations. This new study from Bankers Life and Casualty Company Center for a Secure Retirement reports findings on Boomers' view of retirement and the impact the economic downturn on their retirement financial security. To Download the Full Study, click the logo to the left

Guest(s) Appearing on this Episode
Scott Perry
Scott Perry joined Bankers as a field vice president in June 2001, was named senior vice president of distribution in February 2002, and was appointed chief operating officer in October of 2004. He was named president of Bankers Life and Casualty in December of 2006. During his tenure, Perry has helped to transform Bankers into a performance-driven, values-based organization with high accountability at all levels. Under Perry's leadership, Bankers has developed best-in-class practices in lead generation, performance management, agent recruitment, training, and field leadership development. With the board's endorsement, Perry has spearheaded a 7-year strategy that involves aggressive expansion into new locations, doubling the size of the agent force and producing consistent sales and earnings growth. Before joining Bankers, Perry spent 17 years in the financial services industry in various sales, marketing and management roles at Premera Blue Cross, Anthem Blue Cross Blue Shield, Golden Rule and The Hartford. He holds a BA in political science from Ripon College. Perry serves on the board of directors of the Greater Illinois Chapter of the Alzheimer's Association and Meals on Wheels Chicago. He also serves on the board of trustees of The American College.

Bankers Life and Casualty Company