Journal Live Series
Thursday, February 27, 2025 • 12:00 pm – 12:45 pm ET
Speaker: Anna M. Rappaport, FSA, MAAA
Program Overview
Traditional financial planning models make certain assumptions about planning and life-cycle finance that do not always recognize the reality facing many Americans. This program, based on an article published in the January 2025 issue of the Journal of Financial Service Professionals, develops the idea of “meeting people where they are,” providing information about the financial planning needs of individuals facing a wide range of situations. Taking published research from several sources, including real-life experience and proprietary research, the article provides advisors with a realistic picture of the gaps in conventional planning and challenges them to think about these situations and their business models to identify additional opportunities where they can better serve their clients.
Journal Live programs consist of a short audio presentation over the telephone by the author of a recent article in the Journal of Financial Service Professionals, followed by a Q&A session. Journal Live programs are approximately 45 minutes long.
REGISTRATION FEE
Members/Journal Subscribers: No Fee • Nonmembers: $39.00
Also join us at our March 12, 2025 Journal Live:
The Risks of Premium-Financed Life Insurance Arrangements and the Role of the Financial Professional
Despite the popularity of index universal life policy premiums being funded through third-party loans, the various risks—not just the opportunities—are poorly understood. This program presents a case study exploring the analytical techniques that should be performed before plan implementation. Join with the authors to learn the best practices for evaluating and managing this sophisticated financial arrangement.
Registerhere.