LIMRA Member company employees who are engaged in the retirement industry.
Highlights
There are some genuinely positive implications to DOL. For example, it gave an unintended but massive gift to the business of income distribution planning. It's also true that, with a snap of its fingers, DOL ended the era of single product selling. It has simultaneously ushered-in a new era predicated on "process". The webinar will provide practical, actionable insights on how to emerge successful in a business environment where "process" not "product" rules, and where commoditization becomes a grave risk.
Managing Director, Retirement Clients and Products, LIMRA LOMA Secure Retirement Institute
Paul works with financial services firms to help them develop and refine successful strategies for the retirement market. Incorporating LIMRA research and LOMA training, Paul helps companies identify the right product, marketing, and distribution opportunities. Paul is a leading voice in the retirement industry and brings more than 25 years of experience in developing and launching innovative retirement programs.
David Macchia is Founder & CEO of Wealth2k. A nationally-recognized expert in income distribution planning, David is the creative force behind some of the industry’s most successful retirement income solutions including The Income for Life Model®. A long-time expert in financial services marketing, Research Magazine hailed David a “marketing guru” for his innovations in technology-driven marketing communications. David is a founding member of the non-profit Retirement Income Industry Association. He served on that organization’s Board of Directors from 2006 thru 2013. He is currently LIMRA’s Senior Consultant for Retirement Income.