Kelli Hueler: Confronting ‘the Next Big Risk’ for Retirement

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 12 September 2023

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Income Solutions founder discusses the role of annuities in retirement plans and her quest to add transparency to a historically opaque space.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York.
0:23.3	Purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.7	Hi, and welcome to the Longview.
0:34.7	I'm Christine Ben's Director of Personal Finance and Retirement
0:37.5	Planning for Morning Star.
0:38.7	And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services.
0:43.5	Our guest on the podcast today is Kelly Hewler. Kelly is the CEO and founder of Hewler companies.
0:49.9	Hewler's Income Solutions platform has been delivering lifetime income annuity products to the institutional
0:55.1	marketplace since 2004. In addition, Hewler developed a database of stable value fund analytics and
1:01.7	reporting. It sold that database to Morning Star in 2020. Kelly is nationally recognized as a thought
1:08.2	leader on the topic of lifetime income and is actively engaged
1:11.9	in related public policy matters. Prior to founding Hewler companies, Kelly held the position of a
1:18.1	financial planning professional for IDS life and was a registered representative for Kidder Peabody
1:23.5	and Company, where she was responsible for institutional and retail clients.
1:28.3	She received her bachelor's degree from St. Olaf College in 1981.
1:33.3	Before we get started, we wanted to share a bit of disclosure.
1:36.3	In addition to Morningstar's acquisition of Hewler's stable value database,
	...

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