Jan 25, 2021
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?
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 needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
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Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product.
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