5 in 15: The Five Things You Need to Know About IRA Choices
4/25/2019, 11 - 11:15 a.m.
Overview
Who Should Join
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.
Corporate Vice President, Annuity and Retirement Income Research, LIMRA and LOMA
Matt Drinkwater, who joined LIMRA in 1999, leads the annuity and retirement income primary research program. 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.