Women are poised to lead the next chapter of wealth in America. Market studies estimate they’ll control $34 trillion in U.S. assets by 2030.
Join Lori Seaton, Director of Strategic Business Development at North American, on Thursday, December 4 at 1:00 p.m. CT to learn about the following agenda.
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Agenda
How the Great Wealth Transfer could create opportunities for your practice
The critical role female financial professionals can play in meeting client needs
Fresh insights from North American’s 2024 study of female consumers and professionals
How fixed index annuities can support women’s retirement plans with protection, flexibility, and guaranteed lifetime income - including features for income control, health-related needs, and legacy planning
Presenters
Sarah Williams
Lori Seaton
North American Director of Strategic Business Development, North American
Lori Seaton is Director of Strategic Business Development, bringing nearly 20 years of experience in the financial services industry. Her expertise integrates deep knowledge of annuities, advisory solutions, portfolio management, and marketing strategies.
A passionate advocate for the role annuities play in achieving retirement confidence, Lori leads a competitive intelligence team, identifies strategic growth opportunities, and contributes thought leadership to a wide range of industry audiences and publications.
Lori also spearheads North American Annuity's Empower Women & Wealth initiative, dedicated to supporting female financial advisors and empowering female consumers in financial decision-making.
She serves as Founding Chair of the National Association for Fixed Annuities (NAFA) Women’s Annuity Network and serves on both education and membership committees. She’s also a member of Women in Insurance & Financial Services (WIFS).