That Annuity Show

  We know from the study of behavioral finance that if we help individuals create a positive vision of their future selves, they will be more likely to start saving today. In a post-COVID world, what changes? Traveling on a cruise ship every year sounded like a great second chapter in life. Spending your last 20 years in an active senior community with common facilities and great care may have been a dream. Creating new positive visions for retirement proves challenging in a social distant environment using conventional approaches. Can digital engagement bridge that divide? Forum Panelists: Jaqueline Bamman, Nassau Financial Group Jon Cooper, Founder and CEO, Life.io Debra Jasper, Mindset Digital Matthew Thomas, Infosys Retirement Center of Excellence Victor Ricciardi, Washington & Lee University Rohit Puranik, Infosys (Moderator) *The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s nee