What Your Firm Needs to Know about Financial Exploitation of Seniors

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Paul Henry

As Managing Director for Retirement Clients and 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. Henry has more than 25 years of experience in the financial services industry, including 20 years as both a strategist, head of marketing and head of product development for industry leaders in the retirement market. Mr. Henry was previously Vice President of Product Development at MassMutual Retirement Services and has held key roles on retirement market management teams for Wells Fargo, Charles Schwab, Transamerica and John Hancock.

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Delores Freitag

Delores designs and delivers customized training programs for financial advisors, managers, and field support staff of client companies. She has more than 25 years of experience in sales management and training. Before joining LIMRA in 1999, Delores had a successful independent practice developing and delivering training for sales teams.