Education, delivery methods are keys to self-directed retirement planning

Education, delivery methods are keys to self-directed retirement planning

Image shows two people amid planning documents If Americans are to successfully master the transition to self-directed retirement planning, it is going to take a lot of education.

Financial education is one part, the vehicle to provide it is yet another piece of the puzzle, said Bryan Hodgens, corporate vice president, distribution and annuities, member benefits, LIMRA and LOMA.

Hodgens is moderating a pair of sessions today at the 2023 LIMRA Annual Conference: Forging the Future, at National Harbor outside Washington, D.C. Both sessions tackle retirement planning and how to best connect Americans with better strategies.The need for financial advice is […]

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