Thursday • November 30
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Ready 2 Retire
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Most people look forward to retirement as a rewarding stage in life. However, in order to get the most out of your retirement, itís important to articulate to your advisor, your family and yourself what you actually want to do in retirement. Itís equally important to articulate what we are concerned about. To help us with this task, our guest this week is Paul Henry, Managing Director for Retirement Clients & Products at LIMRA . Paul and the team ar LIMRA have developed an exciting new online application called Ready -2- Retire. Weíll learn all about it on todayís show.
Episode Segments:
Retirement Spark: Ready 2 Retire
Paul introduces us to the Ready 2 Retire app, with a description of its main functions, some info on how it works, and details on how advisers and clients are using it.
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Retirement Spark: Using Ready 2 Retire
Paul walks you through the process of using LIMRA's app from beginning to end, demonstrating how easy it is to use. And as you'll learn, it's never too early to start planning for your retirement.
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Guest(s) Appearing on this Episode
Paul Henry
As Managing Director for Retirement Clients & Products at LIMRA, Paul Henry is responsible for ensuring that members have access to a full range of resources to grow their business in the retirement market. These include research, marketing, compliance tools, training, executive development and consulting services. Paul Henry has more than 25 years of experience, including such roles as Director of Strategic Planning, Head of Marketing, Head of Product Development and Head of Research. He has been part of the management teams at such industry-leading firms as Charles Schwab, John Hancock, MassMutual, Transamerica and Wells Fargo. Henry is a Graduate of Valparaiso University with a BA in History, and also finished at the top of his class in the London School of Economics International Business Strategy Program. A former Registered Principal and Registered Representative, Henry is a frequent speaker at industry conferences and has been quoted in the Wall Street Journal and USA Today.