In the latest episode of The Wave Strength, we explore Pacific Life's innovative approaches to employee benefits and retirement solutions.
Join host Jim Breen, along with Pacific Life’s Karen Neeley, vice president, and head of Institutional Retirement Solutions Group, and Erich Sternberg, SVP, Workforce Benefits, as they discuss the importance of personalized benefits, strategic partnerships, and the evolving role of technology in shaping secure retirement outcomes.
Learn how Pacific Life is transforming the workforce benefits and institutional retirement sectors to help employers attract and retain talent while providing employees with crucial financial security.
Don’t forget to like, subscribe, and share your thoughts on how we can better prepare for a financially secure retirement.
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About Karen Neeley
Vice President, Head of Institutional Retirement Solutions Group
Karen has served in the financial services industry for nearly two decades, with extensive experience in retirement, across the DB and DC sectors. She has held leadership positions at several Fortune 500 companies. Karen is responsible for go-to-market strategy, product development, distribution, customer and partner engagement, and operations for Pension Risk Transfer and Defined Contribution Lifetime Income business lines. Karen joined Pacific Life in 2023.
About Erich Sternberg
SVP Workforce Benefits
After earning his MBA from Columbia Business School, Erich Sternberg worked for Estee Lauder, in New York City and later in Sydney, Australia. Upon returning to the United States, he joined Starmount Life Insurance Co. in Louisiana, later becoming CEO of the family startup. During his tenure, Starmount experienced 18 years of consistent and profitable double-digit growth. Starmount was later acquired by the Unum Group. Before joining Pacific Life, Erich served as EVP and president of the Life and Health Division of Kemper Corporation, where he was responsible for Kemper’s Life and Health strategy and execution. Erich joined Pacific Life in 2022.
In This Episode:
00:00 Introduction
00:32 Meet the Hosts and Guests
01:13 Karen Neeley's Role and Background
02:05 Erich Sternberg's Role and Background
04:10 Diving into Workforce Benefits
05:14 Institutional Retirement Solutions Group
07:06 Workforce Benefits Audience and Technology
12:13 Personalization and Technology in Employee Benefits
14:10 The Shift in Employee Benefits
14:43 Financial Decisions and Education
15:34 Importance of Training and Awareness
16:04 Personal Stories and Realizations
17:04 Challenges in Benefits Communication
18:14 Affordable Protection and Personalization
19:15 Employer Strategies and Solutions
20:19 Strategic Partnerships and Industry Trends
22:08 Innovations in Benefits Delivery
24:07 Conclusion and Final Thoughts
#EmployeeBenefits #FinancialSecurity #PacificLife #TheWaveStrength
