Allianz Life Insurance Company of North America, one of FORTUNE’s 100 Best Companies to Work For in 2016, has been keeping its promises since 1896. Today, it carries on that tradition, helping Americans achieve their retirement income and protection goals with a variety of annuities and life insurance products. In 2015, Allianz Life provided a total of $2.4 billion in benefit payments that supported policyholders’ financial objectives. As a leading provider of fixed index annuities, Allianz Life is part of Allianz SE, a global leader in the financial services industry with 142,000 employees in more than 70 countries worldwide. More than 85 million private and corporate customers rely on Allianz knowledge, global reach, and capital strength to help them make the most of financial opportunities.
Contact: Corey Walther, Head of Relationship Management, Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416, Phone number: 763.765.7121 Email: email@example.com
Too many American households approach retirement “unprotected,” without protected monthly income other than Social Security. The Alliance for Lifetime Income is a nonprofit 501(c)(6) organization formed and supported by some of the nation’s leading financial services organizations to create awareness and educate Americans about the importance of protected lifetime income. The Alliance is focused on helping to educate Americans on the risk of outliving their income so they can enjoy their retirement lives. The Alliance provides consumers and financial advisors with the educational resources, tools and insights they can use to build plans for protected retirement income.
AXA offers financial protection and wealth management and is a premier provider of advice, retirement strategies, and life insurance. Providing stability and reliability to clients since 1859, AXA helps its clients live their lives with confidence, enabling them to realize dreams for their loved ones and their legacy. With nearly 2.45 million client households nationwide, AXA is one of the largest life insurance and retirement savings companies in the United States. AXA is a part of the Paris-headquartered AXA S.A., the #1 Global Insurance Brand, according to Interbrand, and a worldwide leader in financial protection strategies and wealth management with 107 million clients in 64 countries.
Please visit www.axa.com for more information.
Fiserv is a world-leading financial services solutions provider. For more than 30 years, our Investment Services division has served the technology needs of the wealth management industry, helping clients maximize efficiency and solve business challenges.
Our Unified Wealth Platform serves more than 450 investment firms, with over 5 million investment portfolios and $1.7 trillion in assets managed on our platform. Our solutions include configurable modules for financial planning, proposal generation, model management, trading, reporting and analytics. Our Wealth Management Network seamlessly connects the industry of asset managers, broker dealers, banks and advisors and gives them all of the data necessary to manage wealth.
Fiserv is recognized among FORTUNE® magazine's World's Most Admired Companies and Forbes magazine's America's Best Employers.
For more than a century, RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions. Today, in the U.S., RBC Wealth Management has $294 billion in total client assets with 1,800 financial advisors operating in 200 locations in 41 states – and we are growing. While our U.S. footprint is regional, we are a global organization, bringing our diverse expertise and deep knowledge to the sophisticated financial needs of our clients around the world. We are committed to earning our client’s trust by building lasting relationships and confidence, and putting their interests first in everything we do. Every interaction with us is defined through our core values and culture of doing what’s right for our clients and the communities we operate in.
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Finance of America Reverse is committed to empowering adults age 62 and over with the tools they need to achieve financial independence. Through its network of Reverse Mortgage Specialists, professional and wholesale partners, Finance of America Reverse offers Home Equity Conversion Mortgages (HECMs) and its proprietary HomeSafe® product, which are designed to help older Americans strategically tap home equity to fund retirement and other needs. The company is a proud member of the National Reverse Mortgage Lenders Association (NRMLA) and the National Aging in Place Council.
Horizon Investments is a modern, goals-based investment manager and think tank. Since the early 2000s, Horizon has focused on delivering investment solutions rooted in modern financial engineering and academic research. We are dedicated to helping financial advisors improve their clients’ investment experience throughout all stages of life.
The firm was founded in 1995 to provide investment advice to individual clients. Over 20 years we’ve continued to expand our investment management team to include the Ph.D.s and research analysts needed to pursue a modern approach to addressing a myriad of challenges that investors face while seeking to grow their wealth. We have developed a keen understanding of the everyday challenges that investors face and have partnered with financial advisors seeking to find better solutions to improving investor outcomes.
Jackson National Life Insurance Company® (Jackson®) is a leading provider of retirement products for industry professionals and their clients. The company and its affiliates offer variable, fixed and fixed index annuities designed for tax-efficient growth and distribution of retirement income for retail customers, as well as products for institutional investors. Jackson is a proud founding member and co-chair of the Alliance for Lifetime Income, a nonprofit 501(c)(6) organization formed and supported by 24 of the nation's financial services organizations to create awareness and educate Americans about the importance of protected lifetime income. The company prides itself on sound corporate risk management practices and strategic technology initiatives. Focused on thought leadership and education, Jackson provides industry insights and financial representative training on retirement planning and alternative investment strategies. The company is also dedicated to corporate philanthropy and supports nonprofits focused on strengthening families and creating economic opportunities in the communities where its employees live and work. For more information, visit www.jackson.com.
Longbridge Financial, LLC is a leading national reverse mortgage lender and servicer committed to providing financial advisors with the education and support needed to responsibly utilize home equity in retirement planning. The financial solutions Longbridge offers can help by giving clients options to improve flexibility, tax efficiency, and cash flow – while preserving other portfolio assets. Longbridge is a resource for advisors and their clients across the country, working with reputable firms that share our commitment to the highest ethical, regulatory, and customer service standards. For more information, please contact Jerry Auippa by phone 855-246-1765 or via email firstname.lastname@example.org.
The American College of Financial Services was founded in 1927 and is the nation’s largest nonprofit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has educated approximately 20% of financial advisors across the United States. In 2017, The College launched a new credential focusing on personal investment management for high-net-worth individuals. The Wealth Management Certified Professional (WMCP™) designation provides an education that prepares advisors to add more value to client relationships through a specialization in advanced, applied wealth management. Visit www.TheAmericanCollege.edu/WMCP for more information.
Formed in 2017, CeriFi is a diversified education, training, and certification provider serving professionals across the financial services market. To date, CeriFi has made four acquisitions, including Dalton Education, Money Education, Keir Financial Education, and Pass Perfect.
Dalton Education, in conjunction with their university partners, offers education and review programs to prepare you for the CFP® exam.
Money Education has the most comprehensive academic and reference texts on tax and financial planning in the industry.
Keir Financial Education and Pass Perfect offer outstanding FINRA Securities Licensing exam study materials and courses.
Clarity 2 Prosperity is a financial training, coaching and IP development organization led by financial advisors, coaches, mentors and business leaders committed to simplifying the financial planning process and improving the financial lives of American families. Its mission is to help advisors shift from a transactional mindset and planning process to holistic planners and service providers, offering best interest advice by coordinating all areas of their clients’ financial lives including investments, insurance, tax, estate, Social Security, retirement income and healthcare planning. The foundation of the training, processes and resources is based on the philosophy of collective wisdom from a mastermind group, in which like-minded advisors learn, share and grow their businesses together. New business-building ideas are continuously tested in model offices and, once proven successful, scalable and repeatable, packaged into turnkey processes and added to the company’s innovative, university-style e-Learning platform for advisors and their teams to implement effectively.
DPL Financial Partners is an insurance network for RIAs that brings low-cost, Commission-Free insurance products from some of the nation’s top carriers to fee-only advisors. DPL works as the RIA’s strategic partner to provide solutions designed to deliver value and improve financial outcomes for clients. DPL consultants are product and carrier agnostic.
LightHouse Life works with financial professionals – including insurance agents, financial advisors, accountants, and others – who advise and assist policyowners with the sale of unwanted, unneeded or unaffordable life insurance policies. The company is led by an experienced team of professionals focused on educating and training financial professionals about the opportunities that life settlements provide to policyowners.
Millennium Trust Company is a leading provider of specialized retirement and institutional custody services with over 1.1 million clients holding over $26 billion in assets. Millennium Trust is committed to the evolving needs of individuals, employers, advisors and retirement services partners and empower clients with trusted expertise, exceptional service and access to a wide range of solutions. Whether clients are managing corporate retirement assets, running a business or wanting choice beyond traditional asset options, Millennium Trust provides flexible and digital solutions to support its clients’ success.
PIEtechSM, Inc.’s vision is that everyone needs and deserves a quality financial plan. PIEtechSM is the creator of MoneyGuidePro®, the industry’s leading financial planning software, myMoneyGuide®, a client-driven digital planning solution that allows firms to broadly offer financial planning, and Best Interest ScoutTM, a standalone, scalable discovery solution to help firms of all types obtain necessary client information to comply with the Department of Labor (DOL). For more information on PIEtechSM's powerful financial planning solutions, please visit http://www.moneyguidepro.com.
With lower fees, program improvements, and expert research advocating the use of housing wealth as part of a coordinated retirement income strategy, the investment community now recognizes the merits of the Home Equity Conversion Mortgage (HECM). Retirement Funding Solutions (RFS) helps provide timely advice on how to integrate housing wealth into the planning conversation. RFS was founded specifically to help the Boomer generation meet the challenges of cash flow survival in the distribution phase of retirement. RFS is a Top 5 national HECM lender and industry leader; well positioned to assist you and your clients.
With a caring staff empowered to deliver personal, innovative support, Sigma Financial Corporation partners with financial advisors committed to enhancing their clients’ experience in an ethical, trustworthy manner. We provide comprehensive financial planning tools, solutions, and services supporting our representatives’ efforts in guiding their clients toward financial success. Founded in 1983, we now partner with over 1000 representatives over the US. We choose to maintain a manageable size to focus on personal, responsive service.
Securities offered through Sigma Financial Corporation. Member FINRA/SIPC.
Securities offered through Parkland Securities, LLC. Member FINRA/SIPC.
300 Parkland Plaza, Ann Arbor, MI 48103
White Glove Workshops is the only turn-key, risk-free, hands-free, guaranteed way to grow your practice. We’re a digital marketing company that specializes in planning, managing and promoting educational seminars for finance and insurance professionals. We coordinate educational seminars in any library, community center or restaurant across the United States. We’ve created an innovative, fully digital approach to educational seminars that removes advisors from all the risk and work. Visit https://www.whitegloveworkshops.com or call 844-949-9497 to learn more.
Advicent is the financial planning technology provider of choice for nearly 100,000 financial professionals within 4,000 clients worldwide, including four of the top five custodians, nine of the top 10 U.S. broker-dealers, seven of the top 10 North American banks, and three of the top five global insurance firms. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future.
Your clients might not realize that each decision made about their retirement plan can impact other areas. Advisors and financial institutions rely on Covisum® software to help them grow. Guide your clients to make the best financial planning choices with the Covisum suite of financial planning software. With our proven process, advisors are able to streamline their practices, offer actionable insights, and utilize successful marketing tactics. Plus, with any subscription, you get an entire support team to help you answer subject matter and software questions.
Income InSight™ Use Income InSight to understand the key variables of life expectancy, tax efficiency and sequence of withdrawals. This comprehensive alternative to other programs will replace multiple tools in your tech stack and provides the structure for a systematic, scalable financial planning process.
Tax Clarity® Clients often don’t understand the relationship between ordinary and capital incomes, leading to potentially significant tax inefficiency in their retirement strategy. With Tax Clarity, you can provide tax alpha and quickly identify sub-optimal situations, showing clients how to make retirement decisions in the most tax-efficient way.
Social Security Timing® Your clients may think that taking Social Security as early as possible is the right choice. With Social Security Timing, you can help optimize their strategy and increase their retirement value by up to $100,000.
SmartRisk™ Clients are often blind to market risk and typically don’t have accurate downside expectations – either too conservative or too reckless, leading to sub-optimal investment allocations. With SmartRisk, advisors can analyze portfolio risk and easily communicate with clients to help them avoid costly mistakes.
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the only wealth-planning platform for financial professionals and firms that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future. For more information, please visit: www.emoneyadvisor.com.
You can provide your clients with unbiased, expert Medicare guidance — without having to become a Medicare expert yourself. The i65 suite of Medicare guidance software and one-on-one consultation resources empower you to provide true fiduciary assistance to meet your clients' needs. Learn more at www.i65.com
80% ($31 trillion) of U.S. household wealth will be held by retirees by 2029. Incorporating a scalable, saleable, compliant process in your firm to provide retirement income plans to these households represents the single greatest business growth and retention opportunity the financial advisory industry has ever seen. IncomeConductor® is a comprehensive income distribution strategy, not a single product solution. IncomeConductor’s platform provides financial professionals the ability to create, track and efficiently manage customized income plans that deliver a structured yet dynamic withdrawal strategy to their clients throughout the next phase of their lives. IncomeConductor also supports advisors with training, 1:1 case consultation, and sales & marketing tools that ensure they and their clients have a successful experience.
LifeYield LLC, the leader in tax-smart household management and creator of the Taxficient Score®, helps forward-thinking financial firms, advisors, and investors make and keep more money. The Company's software takes a comprehensive view of investors' assets and provides simple tools to help improve their financial health. The LifeYield Advantage Suite of asset-optimizing software programs and sales tools includes: Proposal Advantage®, Portfolio Advantage®, Income Advantage®, Opportunity Advantage® and Social Security Advantage®. Based in Boston and founded by acclaimed finance and technology industry experts, LifeYield is passionate about helping people live the retirement of their dreams. For more information, please visit www.lifeyield.com.
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office, compliance-approved text messaging and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry’s most widely used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations.
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform, empowers advisors to automate client accounts with Autopilot, delivers the first risk-centric 401K experience with Riskalyze Retirement Solutions, and enables enterprises to develop real-time visibility, increase revenue, spot issues and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use the Riskalyze platform to empower the world to invest fearlessly. To learn more, visit www.riskalyze.com
Timeline is the sustainable withdrawal rate software used by financial planners in the US, Canada, UK and other developed countries across the world. Timeline uses extensive empirical research, asset class returns, inflation and mortality data to assess how a retirement strategy might fare under various market conditions.
With Timeline, advisors can illustrate various dynamic withdrawal strategies ( e.g Guardrails and Kitces's Ratcheting rules), visualise longevity risk, and produce a personalised Withdrawal Policy Statement for each client in minutes. www.timelineapp.co.
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment adviser as well as an industry leading independent broker-dealer. Cambridge offers a broad range of choices regarding advisor-focused financial solutions, and its national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country. Overall, Cambridge supports over 3,000 independent financial professionals nationwide who serve their thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own.
“The number of attendees provides the opportunity to meet others and to hear about other practices.”
"I was able to learn a lot of
new information and strategies that I can bring back to my practice."
“I realized I need to become better prepared to discuss Social Security and medical expenses with my clients. The Summit provided the means necessary to become better prepared in these areas.”
“Amazing experience and I will be back next year!”
“I talked to many of the exhibitors and came away with new providers and firms to keep tabs on.”
"I always feel like I get the
latest thinking in the retirement income space.”
"There is no other conference that provides us with a warmer greeting than yours. The Retirement Income Summit continues to be an incredible value."
May 14-15, 2019 | Westin Chicago River North
Approved for 10 CE Credits by the CFP Board. Accepted by Investments & Wealth Institute for 11.5 credits towards the CIMA® and CPWA® certifications.