Replay Webinar – “Dear Advisor…” – What Clients Want From Their Advisor – July 12

Date: Wednesday, July 12, noon – 1 pm ET

Replay & slides available in members’ area.

Many pre-retirees do not feel confident in their preparation for retirement. Completing a formal written plan can tremendously boost their confidence. However, completing a plan is difficult for many. Learn how advisors can improve client satisfaction and loyalty, and assets under management by doing more retirement income planning.

Presenter:

Jafor Iqbal, Assistant Vice President, LIMRA Secure Retirement Institute

Jafor Iqbal is Assistant Vice President for the LIMRA Secure Retirement Institute. In this role, Iqbal is responsible for managing retirement income research projects. His leadership and focus on retirement income have resulted in publishing the 2009, 2012, and 2015 edition of The Retirement Income Reference Book. This resource provides a complete map of the retirement income marketplace, including retirement risks and issues faced by consumers and advisors. He also publishes the annual Retirement Income Fact Book. Prior to joining LIMRA in 2009, he worked in product management at Fidelity Investments. Iqbal holds an M.B.A. from Northeastern University and an M. Com., Finance from the University of Dhaka.

RMA® Reminder: Attendance at the webinar (or its replay) counts towards required CE for RIIA®’s RMA designation.  One webinar = 1 hour of credit.

For RIIA institutional members, all employees within the company are RIIA members and can take advantage of this member benefit.

Special Thanks to:

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