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This webinar provides a comprehensive overview of the current trends and strategies within the financial advisory sector, focusing on insights from Security Benefit’s 2024 RIA Industry Insights Study. It highlights the key challenges faced by RIAs, including political climate concerns, recession risk, and inflation. The webinar will also explore the increasing use of annuities, the importance of integrating these products into client portfolios, and the opportunities RIAs may be missing in the current market. Learning Objectives: • Understand the evolving landscape of retirement planning and the role of annuities. • Identify the main challenges RIAs face in the current financial environment. • Learn about the strategies RIAs are using to manage fixed income allocations. • Explore the benefits of incorporating annuities into client portfolios. • Recognize the missed opportunities and how RIAs can effectively execute new strategies. Â
The Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. It has also been approved for 1 CFP CE Credit. Â
JUNE 26Â Â |Â Â 2:00 PM ET Â
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Mike Reidy SVP & National Sales Manager of the RIA Channel Security Benefit Â
Mike Reidy is Senior Vice President & National Sales Manager of the RIA Channel for Security Benefit, where he oversees the distribution of Security Benefit's next generation retirement savings and income strategies for Registered Investment Advisors. He has been in the Financial Services industry for over 25 years, having held field sales positions and a variety of National Sales Leadership roles. Mike earned his BA from Iona University in New Rochelle, NY and holds his Series 7, 24, 26, 63 and NYS Life Insurance Licenses. Â
David Lau      Founder & CEO    DPL Financial Partners David Lau is the Founder and Chief Executive Officer of DPL Financial Partners, a firm focused on the distribution of financial products geared toward the Registered Investment Advisor (RIA) and fee-based advisory channels. Prior to founding DPL in 2014, David served as COO and architect of Jefferson National, a leading insurance carrier focused on RIAs and fee-based advisors. Earlier in his career, David helped build E*Trade Bank, and its predecessor Telebank, which was the nation’s first internet bank. Â
Tony Sirianni CEO & Publisher, AdvisorHub Â
Tony Sirianni is a thirty-year financial services industry veteran and the Publisher/Owner of AdvisorHub, the nation’s leading Financial Services news website, and publisher of AdvisorHub Magazine and AdvisorHub RIA Magazine. He is the Managing Partner of AJS Consulting & Media, former President of Steward Partners Consulting Solutions and founding partner of both Steward Partners Holdings and Washington Wealth Management (CEO), two of the fastest growing RIAs in history. Tony was a Managing Director and Complex Manager at Morgan Stanley, Smith Barney, and Legg Mason. He ran a bank brokerage program at Crestar bank in its Richmond headquarters, was Director of Annuities for Mass Mutual Insurance in Virginia, ran an internal wholesaling team for Oppenheimer Funds at the World Trade Center, and was a broker at Merrill Lynch on 5th Ave. in Manhattan. Â
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June 23, 2024 6:19pm
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Country:
United States
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Tags
Publishing Financial Services B2B