Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
Demystifying Annuities with Data & Insights
About This Webinar
Annuities are a complicated subject for many, and the jargon around them tends to cause further confusion, rather than clarification. Evaluating the risks, benefits, and right-sized allocation approach for plans and participants is equally complex. In this webinar, Morningstar Retirement researchers and leading annuity product experts will dialogue on the types of annuities available, the value annuities can provide to help meet participants’ needs, and how Morningstar Retirement’s investment methodology approaches annuities today.
Agenda
- An overview of the types of annuities in the market and the economic benefits they provide
- A dive into examples of active annuities and how they respond to participant needs
- Applying Morningstar Retirement’s investment methodology to the types of annuities in market
Who can view: Everyone
Webinar Price: Free
Webinar ID: b69472f05f86
Featured Presenters
Head of Channel Strategy, Morningstar Retirement
Nathan Voris is the Head of Channel Strategy for Morningstar Retirement which provides retirement and financial wellness services to recordkeepers, advisers, broker dealers and asset managers in the financial services industry. In his current position, Voris works closely with sales, client service, product, and investment teams to address the complex and evolving workplace needs of clients, their organizations and customers.
Associate Director, Morningstar Center for Retirement and Policy Studies
Spencer Look is an associate director for The Morningstar Center for Retirement & Policy Studies. He conducts research across many topics, but primarily focuses on annuity and life insurance products and lifetime income solutions. Before joining Morningstar in 2022, Spencer held roles as a life actuarial manager and a life-cycle advice senior analyst, specializing in goals-based financial planning, lifetime asset allocation, and retirement income.
He holds a bachelor’s degree in actuarial science and finance from Drake University in Des Moines. Spencer is also a Fellow of the Society of Actuaries.
He holds a bachelor’s degree in actuarial science and finance from Drake University in Des Moines. Spencer is also a Fellow of the Society of Actuaries.
Head of Advice and Financial Planning, Morningstar Retirement
Raj leads the advice, financial planning, and portfolio construction research and methodology engines for Morningstar. He is responsible for the design, delivery, and support of advice and scalable portfolio construction services for the Morningstar Retirement business.
Head of Retirement Investing, Nuveen
Brendan is the Head of Retirement Investing for Nuveen where he is responsible for the firm’s DCIO efforts in the U.S. In this role, he leads strategy and distribution for Nuveen investment and TIAA lifetime income solutions in the 401(k), 403(b) and 457 marketplaces. He joined the organization in 2015.
Assistant Vice President, Worksite & Middle Markets, Allianz Life
With more than 20 years in the financial services industry, Gray has broad experience in guaranteed solutions that can help consumers protect and improve their retirement outcomes. Since 2019, Gray has led the company's expansion into employer markets to serve a broader range of consumers.
Hosted By
Recommended