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Description

On this episode of The Wave Strength, Franklin Templeton’s Katie Campbell joins Pacific Life’s Ahmet Kamil and Jim Breen to discuss the retirement crisis facing America and the lack of education around lifetime income solutions. 

 

Personalization is a crucial aspect of the lifetime income conversation, and we explore the benefits of creating personalized and customized lifetime income solutions. We also examine Franklin Templeton’s Voice of the American Worker Survey, which revealed that 95% of participants want help turning their savings into lifetime income. 

 

Finally, we discuss how the industry needs to move away from a siloed approach to lifetime income and embrace partnerships, thought leadership, education, and innovative solutions to provide individuals with a secure retirement. Join us for an insightful conversation on the importance of personalized lifetime income solutions. 

 

About Ahmet Kamil 

Ahmet joined Pacific Life as a Director of Product Development in May of 2020. He brings with him nearly 15 years of financial services experience with a decade of that spent in the insurance industry in various roles ranging from sales and distribution to defined contribution lifetime income product development. As Director of Products and Partnerships, Ahmet’s focus is bringing to life the defined contribution lifetime income strategy for Pacific Life. 

 

About Katie Campbell 

Katie Campbell is a vice president and head of the US Product Strategy and Development team. She is responsible for driving the development of innovative product ideas on behalf of Retail, Institutional, Defined Contribution, and Insurance channels. Since joining Franklin Templeton, Ms. Campbell has been specifically engaged in the firm's Retirement Income and Multi-Asset solutions product innovation efforts.  

To learn more, please visit https://www.pacificlife.com/home/products/institutions.html