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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

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New Tools for Incorporating Lifetime Income into an Investment Program - A Conversation with Prudential Financial

Oct 23, 2025

In this episode, we have the pleasure of speaking with David Blanchett and Daniel Gutman from Prudential Investment Management and Prudential Retirement Services, respectively. We discuss recent innovations within the insurance product space to provide an "insurance overlay" on top of investment managed...

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