Recognizing and Helping to Prevent Financial Exploitation of Seniors

Overview

Who Should Watch

All LIMRA members.

Highlights

As the U.S. population ages, the financial abuse of seniors and vulnerable adults has become an increasingly important consumer and compliance issue.

Presenters

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.

Paul Henry

Managing Director, Retirement Clients and Products, LIMRA LOMA Secure Retirement Institute

Paul Henry

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.

Contact us to learn more:

Delores Freitag

Assistant Vice President, LIMRA Services

LIMRA

(860) 298-3821

Paul Henry

Managing Director, Retirement Clients and Products

LIMRA LOMA Secure Retirement Institute

(860) 285-7878

phenry@limra.com