31 min
A More Flexible Way to Save for Retirement with Janet Lee and The Pacific Financial Group Frontier Of Finance
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- Investing
Saving for retirement can be more personalized than you think. For many years, company-sponsored retirement plans were limited to a pre-selected list of mutual funds and annuity contracts. But now, thousands of employers have enhanced their retirement plans to offer greater flexibility and choice: the Self-Directed Brokerage Account. In this episode, we’re joined by Janet Lee, Executive Vice President, National Sales Manager, at The Pacific Financial Group to chat about the opportunity you might be missing out on—and how to help your clients take advantage of it.
Saving for retirement can be more personalized than you think. For many years, company-sponsored retirement plans were limited to a pre-selected list of mutual funds and annuity contracts. But now, thousands of employers have enhanced their retirement plans to offer greater flexibility and choice: the Self-Directed Brokerage Account. In this episode, we’re joined by Janet Lee, Executive Vice President, National Sales Manager, at The Pacific Financial Group to chat about the opportunity you might be missing out on—and how to help your clients take advantage of it.
31 min