Retirement Income Smackdown Case Study (Panelist)

Product manufacturers are still focused on providing guaranteed income streams and insurers continue to roll out guaranteed options. Nevertheless, one size does not fit all, i.e., retirement income solutions should be personalized and process driven. Rather than host a traditional pre-populated conference session, this breakout session will feature a Retirement Income Smackdown case study. This unique session will feature three advisors with different approaches slugging it out over the best solution for "one" client. Case study submissions are open to all industry professionals who plan on attending the CFDD's Advisor Conference. The three best entries representing the Buckets, Total Return and Guaranteed schools will be selected as finalists. Each finalist will have up to twelve minutes to present and defend their solution. An audience of peers will direct pointed questions to each finalist and then cast their vote to determine the winner.

Segments

Segment One
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Guest

William Heestand
Principal, The Heestand Company
Bill Heestand is the Principal of the Heestand Company. After joining the company in 1985, the second generation Mr. Heestand has led the firm since 1992. Bill has decades of experience in helping companies to create customized benefits solutions. His ability to craft unique solutions is what distinguishes him from other practitioners. He is considered a leader in the employee benefits and retirement area. His ideas and processes have been discussed in major publications. Bill is also a frequent guest speaker and has been acknowledged and nominated as one of the industry’s top retirement plan professionals. Bill is a member of the Committee for Fiduciary Standards. He also holds the CLU and PRP designations.


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