LinkedIn Live: Industry Insights with Bryan Hodgens — Protection As an Asset Class: Closing the Retirement Income Gap

Overview

Who Should Join

Anyone involved with the sale, administration, distribution, or implementation of annuities

Highlights

Traditional portfolios built on stocks, bonds, and cash may fall short in delivering secure lifetime income. LIMRA research finds less than half of pre-retirees believe they will have enough guaranteed income to pay for basic living expenses in retirement.

Join Bryan Hodgens, senior vice president and head of LIMRA Research, and Michael Finke, LIMRA Retirement Income Institute fellow and professor of wealth management at The American College, as they discuss how annuities can replace bond and cash allocations to enhance retirement income security for current and future retirees.

Presenters

Bryan Hodgens, AIF

Senior Vice President, Head of Research, LIMRA and LOMA

Bryan Hodgens, AIF

Senior Vice President, Head of Research, LIMRA and LOMA

Bryan Hodgens is Senior Vice President and Head of Research for LIMRA and LOMA. In this capacity, he develops and executes the research strategy for both the distribution and retirement research programs, focused on providing insights and best practices to address the current and emerging business challenges facing LIMRA members.

Hodgens joined LIMRA in 2022 with more than 25 years of executive experience at companies such as AIG, Wells Fargo Advisors and Asset Growth Partners. Most recently, he was senior vice president and head of LPL Financials’ Retirement Plans and Financial Planning Group.

He earned his Bachelor of Arts degree in economics from Emory University in Atlanta Georgia.

Michael Finke, Ph.D.

Professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security, The American College of Financial Services

Michael Finke, Ph.D.

Professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security, The American College of Financial Services

Michael Finke, Ph.D. is a Professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He leads the O. Alfred Granum Center for Financial Security at the American College, is a Research Fellow at the Retirement Income Institute, and serves as a Trustee on the Pension Reserve Trust of Puerto Rico. He was named one of the 25 most influential people in the field of investment advising in 2020 and 2021 by Investment Advisor Magazine.