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What Your Firm Needs to Know about Financial Exploitation of Seniors

12/20/2017 12:00 PM - 12:15 PM
Webinar

Overview

Who Should Watch

Highlights

Learn why this is a growing issue, common types of exploitation, the evolving regulatory environment, and steps being taken by firms to protect senior clients.

Presenters

Paul Henry
Managing Director

 

, LIMRA Secure Retirement Institute

Paul Henry

Managing Director

 

, LIMRA Secure Retirement Institute

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.
Delores Freitag
Assistant Vice President, LIMRA Services, LIMRA

Delores Freitag

Assistant Vice President, LIMRA Services, LIMRA

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.

Contact us to learn more:

Debbie Boone

Senior Administrative Coordinator

LIMRA

(860) 298-3843

dboone@limra.com

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