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5 in 15: The Five Things You Need to Know About IRA Choices

4/25/2019 11:00 AM - 11:15 AM

Overview

Who Should Watch

Middle and Senior Managers involved with strategy, marketing, distribution, and customer outreach for individual retirement products and services.

This is a LIMRA member benefit webinar. Registration is open to home/corporate office employees of LIMRA member companies. Membership will be verified upon registration.

Highlights

Lack of knowledge may be a major barrier to IRA saving in general and the choice of IRA type (traditional or Roth) specifically. In this "5 in 15" webinar, find out how many Americans understand IRA's, why people select one type of IRA over another, and the opportunity to boost the use of IRAs for saving. 

Presenters

Matthew Drinkwater, Ph.D., FSRI, FLMI, AFSI, PCS
Corporate Vice President and Director, Secure Retirement Institute

Matthew Drinkwater, Ph.D., FSRI, FLMI, AFSI, PCS

Corporate Vice President and Director, Secure Retirement Institute

Matt Drinkwater, who joined LIMRA in 1999, is corporate vice president and director of retirement research within the Secure Retirement Institute (SRI). He leads a team of retirement experts responsible for developing and executing SRI’s research agenda, which covers both institutional and retail businesses.

He has led the creation of several major studies of retirement planning, retirement income planning and management, and consumer preferences for receiving advice. Drinkwater has directed several institutional retirement research projects, including studies of asset retention and the rollover market. His research on annuities has encompassed in-depth studies of product features, buyer and owner characteristics, persistency, and living benefit utilization.

He is a graduate of Trinity College (Hartford, CT) and holds a doctorate in psychology from Brown University.

Contact us to learn more:

Debbie Boone

Senior Administrative Coordinator

LIMRA

(860) 298-3843

dboone@limra.com

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