Ensuring a Secure Retirement: Key Insights with Pacific Life’s Karen Neeley

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- About Us Whether you’re protecting your loved ones or growing your assets, you’re highly invested in your financial future. And so are we. When you purchase life and retirement insurance, you’re buying a promise. A promise that today, tomorrow or ten years from now, we’ll be there. For nearly 160 years, we’ve fulfilled that promise. Our clients trust Pacific Life to protect what matters most to them—their families, their businesses, their futures.

25 MIN

The Wave Strength: Episode 35 | 11/13/23

25 MIN

Karen Neeley, Pacific Life’s new vice president of the Institutional Retirement Solutions Group, and Host Jim Breen discuss the challenges and opportunities for lifetime income to improve retirement outcomes.

Karen reveals that while the financial services industry has effectively communicated the need to save for retirement (accumulation), many plan participants are unsure how much they can spend once they retire (decumulation). Karen and Jim unpack how this lack of education about decumulation can lead to overspending or underspending in retirement, and how the financial services industry and providers can help participants to improve retirement outcomes.

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