Retirement income planning continues to evolve as people live longer and traditional withdrawal strategies may face new challenges.
In this episode, host Mary Crean sits down with Sheryl O’Connor, CEO of Income Conductor, to discuss how technology, retirement income strategies, and annuity planning may help advisors navigate an increasingly complex retirement landscape.
Listen for perspectives on the trends and considerations shaping retirement income planning today.
Links from show notes:
Source: J.D. Power, 2025 U.S. Individual Annuity Study, “Customer Satisfaction with Individual Annuities Strained by New-Client Experience and Digital Limitations,” Oct. 2025.
Listen: Spotify, Apple Podcasts or where you get your podcasts!
