“Insuring” Your Value: 3 Ways Personalization and Lifetime Income Can Protect Your Business While Gaining New Clients

Join JULY and Nuveen as we explore the benefits of personalization and lifetime income within retirement plans. Retirement income and financial wellness continue to be top of mind for plan sponsors and providers. And now, with legislative action and product innovation, the shift in plan design and personalized strategies is rapidly accelerating.

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State of PEPs: Q&A with Theresa Conti

State of PEPs: Q&A with Theresa Conti

With The SECURE Act shaking up the retirement scene, advisors are receiving more questions from sponsors about PEPs. Theresa Conti has the ability to make complex topics conversational and discusses the state of PEPs in a way that can be easily conveyed to plan sponsors.