Listen "52. Securing Retirement Income: Key Financial Planning Insights from Pacific Life"
Episode Synopsis
In this episode of The Wave Strength, join Pacific Life’s Jim Breen and Shane Dawe, Senior Advisor Relations Director, for a deep dive into the future of retirement income. Shane shares his 24 years of experience, discussing the importance of planning for longer lifespans, protecting savings, and creating lifetime income solutions that can help participants replace their paycheck when they retire. Using relatable analogies, Shane highlights how advisors can help participants not only grow their savings but also convert those assets into sustainable income for life. Learn how Pacific Life works with advisors and plan sponsors to help participants “land the plane” for their retirement journeys. A value-add discussion for anyone interested in the latest secure retirement strategies!
Don’t forget to like, subscribe, and share your thoughts on how we can better prepare for a financially secure retirement.
Catch the wave!
🌊 The Wave Strength Playlist:
https://www.youtube.com/playlist?list=PLLoprQ4Cy36n6VvMebFQK9dDE4Zv14_ck
📺 Shorts Playlist:
https://www.youtube.com/playlist?list=PLLoprQ4Cy36nXZH-h3mntHiyfQshRyCbB
🎙 Spotify:
https://podcasters.spotify.com/pod/show/thewavestrength
💻 LinkedIn:
https://www.linkedin.com/showcase/pacific-life-institutional-business/
About Shane Dawe
Shane is a Sr. Advisor Relations Director for National Markets with Institutional Retirement Solutions Group at Pacific Life. He is responsible for growing Pacific Life’s Defined Contribution Lifetime Income footprint by illustrating to advisors and consultants the benefits of connecting plan sponsors with innovative lifetime income solutions. Shane has 24-years of distribution experience, focused on retirement solutions, record keeping, and asset management. Shane joined Pacific Life in 2024.
In This Episode:
0:00 Introduction
00:45 Meet Shane Dawe: New Team Member
01:36 Shane's Journey in the Industry
02:53 The Importance of Participant-Centric Solutions
04:08 Challenges and Opportunities in Retirement Planning
06:43 Advisors' Role in Retirement Income
09:42 Key Takeaways and Final Thoughts
12:24 Conclusion
#RetirementPlanning #FinancialLiteracy #PacificLife #RetirementIncome
Don’t forget to like, subscribe, and share your thoughts on how we can better prepare for a financially secure retirement.
Catch the wave!
🌊 The Wave Strength Playlist:
https://www.youtube.com/playlist?list=PLLoprQ4Cy36n6VvMebFQK9dDE4Zv14_ck
📺 Shorts Playlist:
https://www.youtube.com/playlist?list=PLLoprQ4Cy36nXZH-h3mntHiyfQshRyCbB
🎙 Spotify:
https://podcasters.spotify.com/pod/show/thewavestrength
💻 LinkedIn:
https://www.linkedin.com/showcase/pacific-life-institutional-business/
About Shane Dawe
Shane is a Sr. Advisor Relations Director for National Markets with Institutional Retirement Solutions Group at Pacific Life. He is responsible for growing Pacific Life’s Defined Contribution Lifetime Income footprint by illustrating to advisors and consultants the benefits of connecting plan sponsors with innovative lifetime income solutions. Shane has 24-years of distribution experience, focused on retirement solutions, record keeping, and asset management. Shane joined Pacific Life in 2024.
In This Episode:
0:00 Introduction
00:45 Meet Shane Dawe: New Team Member
01:36 Shane's Journey in the Industry
02:53 The Importance of Participant-Centric Solutions
04:08 Challenges and Opportunities in Retirement Planning
06:43 Advisors' Role in Retirement Income
09:42 Key Takeaways and Final Thoughts
12:24 Conclusion
#RetirementPlanning #FinancialLiteracy #PacificLife #RetirementIncome