Summary:
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Now On Demand.
Planning for guarantees can help add value to a client relationship by protecting against unexpected risks. Financial professionals who are able to provide clients with guarantees in retirement are well-positioned to help the longevity of their clients’ assets (and their business).
Join us for an in-depth conversation on how you can add value to your clients’ portfolios by:
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- Designing retirement plans to help reach their retirement income goals
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- Taking an innovative approach that accounts for retirement risks
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- Improving retirement portfolio outcomes
Sponsors of this webcast may contact registrants. This webcast is for financial professionals only. |
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Speakers:
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Stephen Rathford
Corporate Vice President, Retirement Income Solutions
New York Life |
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| Stephen is responsible for helping National Brokerage firms and Banks build a well thought-out retirement distribution strategy for clients. With over thirty years experience in personal finance, Steve has been educating financial professionals and their clients about ways to build a solid retirement and overcome the challenges associated with transitioning from “saver” to “spender.” Prior to joining New York Life, Steve was with Fidelity Investments, where he was responsible for sales in their national retail distribution system, and he also worked with their institutional sales group, FIIS. |
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Henry Goh
Retirement Income Specialist
New York Life |
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| Henry Goh is a Senior Associate on the Retail Annuities Advanced Income Solutions team. Henry joined New York Life in 2007 as a member of the Third Party Distribution Annuity sales team. He joined AIS in 2012 as an annuity product expert providing retirement solutions to the field. He holds his Retirement Income Certified Professional (RICP®) designation from The American College. Prior to joining New York Life, Henry was a financial advisor with Ameriprise Financial.
Henry holds a Bachelor of Science in Business Economics from Rutgers, the State University of New Jersey.
He currently lives in NYC and enjoys exploring everything the city has to offer during his free time. |
