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The Wave Strength: Episode 36 | 12/2/23
Join us on the latest episode of The Wave Strength as we explore the new partnership between Pacific Life and Franklin Templeton, two organizations with a long history of serving individual investors in the defined contribution space. Franklin Templeton’s Drew Carrington joins Pacific Life’s Michael Oler and Jim Breen to discuss the benefits of this collaboration, highlighting their commitment to customer-first principles and technology-driven solutions.
What prompted the partnership between these two organizations, and what are some of the key challenges they are trying to address through this collaboration? Michael and Drew dive into the need for personalization and simplicity in retirement solutions, and the importance of ongoing engagement with participants throughout their retirement journey.