Video Resources
Financial Professionals: Speaking of Retirement
The Alliance enlisted four trusted financial professionals to answer some of people’s most common questions about retirement. In these short videos, they provide candid answers about the changing nature of retirement and retirement planning, as well as simple client tips on how to take the first steps, how to cover the things they have to pay for, how annuities can be a powerful tool for protecting and growing retirement income, and finding and working with the right financial professional. These are great videos to share with clients to start an income planning conversation.
BLANCHE CHEELEY Financial Professional, CFP® ChFC
ESZYLFIE TAYLOR President, Taylor Insurance and Financial Services
JEANNETTE BAJALIA President and Founder, Woman’s Worth
HEATHER DREBENSTEDT Financial Professional, CFP® ChFC
Meet the Peak65™ Generation
More than 4.1m Americans will turn 65 each year through 2027, or more than 11,200 every day. A definitive study commissioned by ALI this spring found that more than half of the PEAK 65® generation is financially unprepared for retirement. These videos showcase the powerful human stories behind the raw data. Together, they demonstrate the decisive role that annuities and other forms of protected income can play in having a stress-free retirement.
MARK EMERSON Watertown, NY, retired Mechanic
JEFF and MILLY SMITH Watertown, NY, Physician’s Assistants—not yet retired
DAVID McCASKELL New Orleans, LA, retired Government Employee
ROBIN BEYMER Dyer, IN, School Nurse retiring in 2024
The New Client Conversation: Financial Security and the Keys to Effective Decision-making
Alliance for Lifetime Income Senior Education Advisor Mike Harris and Editor in Chief at Horsesmouth, LLC Sean Bailey deliver a presentation built from consumer research to help guide more successful retirement income planning conversations. This presentation is meant for a financial professional audience.
Download the related PPT Presentation, Handout Notes and Educational Commentray Guide (ZIP 53.7 mb).
Top Advisors Talk About Becoming the New Advisor For Life
Alliance for Lifetime Income Senior Education Advisor Steve Gresham speaks with two top advisors as part of the Forbes/Shook Top Advisor Summit about how to engage with clients and position yourself as the New Advisor for Life.
2020 Protected Lifetime Income Study Overview
One demographic that came out of our 2020 Protected Lifetime Income Study are the ‘Purposeful Planners.’ They have median household assets of $325,000. Check out this 75-second video highlighting other findings from the study.
Retirement Reset in a Post-COVID World
The Alliance for Lifetime Income was a proud sponsor of CNBC’s FA 100 Summit on October 20, 2020. See award-winning personal finance journalist Jean Chatzky discuss the Retirement Reset in a post-COVID world with David Blanchett, the head of retirement research for Morningstar’s Investment Management group.
Mike’s Money Minute: Own The Base Training
Alliance for Lifetime Income Senior Education Advisor Michael R. Harris, CFP®, CLU, ChFC, discusses the Alliance’s newest presentation: “Own The Base: Building a Secure Income Foundation in an Uncertain World.”
Retirement Reset: Protecting Your Client’s Portfolio
Editor of TheStreet, Retirement Daily Robert Powell, CFP®, moderates this AssetTV Masterclass discussion: “Retirement Reset: Protecting Your Client’s Portfolio.”
Mike’s Money Minute: The Rise Score
Alliance for Lifetime Income Senior Education Advisor Michael R. Harris, CFP®, CLU, ChFC, talks about how to find your RISE Score to evaluate how prepared you are to generate income so you can lead a comfortable life in retirement.
Mike’s Money Minute: The Income Hierarchy Pyramid
Alliance for Lifetime Income Senior Education Advisor Michael R. Harris, CFP®, CLU, ChFC, talks about the importance of calculating monthly income and how the Income Hierarchy Pyramid can help identify needs, wants and wishes when income planning for retirement.
Kristin Shea: Consumer Research and the Market Volatility Client Conversation
Alliance for Lifetime Income Senior Education Partner Kristin Shea discusses consumer research that can help financial professionals have productive conversations with clients during market volatility. Click here for the accompanying resource.
YOUR YELLOW BRICK ROAD
To Growing a Successful Practice with Protection Strategies
Resources and tools to engage and educate clients most in need of retirement protection.