Insider Insights Podcast
Explore retirement income–focused episodes with LIMRA’s CMO, Tina Beckwith — designed specifically for financial professionals.
Each episode breaks down the latest retirement income research and turns it into practical, real-world planning strategies you can actually use with clients.
We go beyond charts and theory to unpack:
What clients really think about retirement
Why plans fail — and how to fix them
How financial professionals can communicate with greater clarity and confidence
See What This Means for Your Clients
Episodes
The Human Side of Financial Advice
Financial advice today requires more than technical expertise. In this episode, Tina
Beckwith and John Carroll explore how empathy, emotional intelligence, and trust have become essential advisor skills, particularly when serving widows, divorced women, and clients navigating major life transitions.
The $54 Trillion Widow Opportunity
The coming wave of widowhood and wealth transfer represents $54 trillion in money in motion—and a critical opportunity for financial professionals. Suzanne Norman, Fellow at the LIMRA Retirement Income Institute, shares practical strategies for helping women navigate widowhood with confidence and clarity.