The Lifecycle Income and Financial Education (LIFE) Summit series is dedicated to equiping financial advisors, wholesalers,
distributors, and product manufacturers with the tools they need to ensure each generation has access to an optimal product
mix and innovative solutions for investing throughout every life stage to enjoy a comfortable, rewarding, and financially
secure retirement.
The Palms South Beach, Miami, FL
At the Health-Wealth SUMMIT, viable players in the health insurance and financial services industries will develop critical tools to begin planning now for the far-reaching change that the rise of high- deductible health plans, legislative reforms and market competition presents. The Health-Wealth SUMMIT will equip you with strategies to:
- Manage casualties of out-of-pocket healthcare, including increasing cost burdens, occasions of consumer debt and growing self-pay receivables
- Capitalize on the shifting needs of baby boomers to ensure retirement readiness
- Capture revenue opportunities amongst the
changing dynamics of healthcare and escalating costs - Identify core drivers of cost changes to realize potential profit areas and ensure best ROI
- Cash in on the confluence of health insurance and financial services to inject value into healthcare and contribute towards long-term cost savings
- Health-Wealth Summit Site
- Brochure will be available shortly
IIR’s 5th Annual Managing Retirement Income delivers key strategies and targeted solutions to the retirement income needs of the baby boomer generation. Only MRI is officially endorsed by the Retirement Income Industry Association (RIIA), giving you exclusive access to groundbreaking research and industry insight from members who are on the cutting edge of defining the future of retirement security in the United States. Managing Retirement Income will:
- Arm financial advisors with the education and tools necessary to successfully prepare their clients for post-retirement life
- Prime manufacturers to effectively mitigate the primary risks that most affect retirement income
- Capitalize on the shifting needs of the marketplace by analyzing the intricacies of each investor and advisor segment
- Enable you to create a vibrant and profitable retirement income business by serving as your vehicle to exchange ideas, concepts and knowledge among industry leaders
- Bringing together the leading minds in asset
management, insurance, and financial planning, Managing Retirement Income is, once again, charting the course with you.