NAIFA Rhode Island

Correcting Conventional Wisdom on Retirement Income Planning What You Make vs. What You Keep: Annuities and the Power of Asset Location

  • Wednesday, December 09, 2020
  • 11:00 AM - 1:00 PM
  • Zoom


Registration is closed

Wednesday, December 09, 2020 | 11:00 AM - 1:00 PM

Approved for 1 RI insurance CE credit.

This 2 hour session will explore:

  • the latest thinking on retirement income planning
  • ways to help grow your clients’ money
  • make your client’ money last longer by incorporating annuities into the planning equation


Director of Advanced Strategies
Jackson National Life Distributors LLC

Jeff joined Jackson’s Advanced Strategies in September 2011. Prior to joining Jackson, he was the head of Guardian’s Retirement Center of Excellence in New York City, which also focused on growing advisors’ businesses through a sales oriented approach to advanced-planning concepts.

A frequent industry speaker and author on retirement design, funding, and sales, Jeff has addressed the Association for Advanced Life Underwriting (AALU), Society of Financial Service Professionals (FSP), Million Dollar Round Table (MDRT) Top of the Table, and others. He has also authored articles for the CPA Journal, the Journal of Financial Service Professionals, and many other industry periodicals.

Jeff is a Distinguished Military Graduate of The Canisius College of Buffalo, New York and earned a Bachelor of Science degree in Management with a minor in Accounting. He also holds FINRA Series 6 and 26 registrations and is a CFS® professional.

Contact Us

National Association of Insurance and Financial Advisors of Rhode Island

2400 Post Road
Warwick, RI 02886

Phone: 401-739-2977


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