Jim Poolman: October 18, 2019

Does Your Financial Health Need A Check-Up?

You don’t leave your physical health to chance so why risk your retirement health? 

*October is National Financial Planning Month*

Jim Poolman

Executive Director of the Indexed Annuity Leadership Council (IALC)

Retirement is a stage in life that should be looked forward to and celebrated. Like learning a new skill, planning for retirement is a long-term process that includes countless course corrections and practice along the way. While everyone’s idea of retirement is different, recent data shows that 80% of Americans are looking for stable income in retirement.

Did you know:

  • Almost four in 10 workers will have to work part-time in their retirement years.
  • As of 2017, nearly 90% of Americans reported feeling not very confident in their overall retirement savings situation.
  • Pre-retirees who feel most prepared are 10 times as likely to have an annuity.

With discipline and proper planning, everyone has the tools they need to move in the direction of financial health and set themselves on the path to their ideal retirement. We won’t become experts overnight but as we learn new skills, taking small steps each day can help in becoming Game Ready for retirement.

On Thursday, October 10th, Jim Poolman, Executive Director of the Indexed Annuity Leadership Council (IALC), will be available for interview to discuss how this October is the perfect time to establish new and effective financial goals. He will also share tips on how to properly prepare and plan before the age of 65 and what resources are available to help, so you can retire stress free.

For more information, please visit: www.fiainsights.org



Jim Poolman serves as the Executive Director of the Indexed Annuity Leadership Council (IALC), a coalition of life insurance companies that have come together to increase the dialogue surrounding fixed indexed annuities (FIAs).  In addition to serving as the IALC’s Executive Director, Poolman has been elected twice to serve as North Dakota’s Insurance Commissioner. While Commissioner, Poolman worked to strengthen laws to protect citizens against insurance fraud. Poolman has also held many leadership posts with the National Association of Insurance Commissioners (NAIC) during his tenure, serving as Chairman of the Life Insurance and Annuities Committee for two years and Vice President of the organization in 2004. Before being elected Insurance Commissioner in 2000, Poolman served four terms in the North Dakota House of Representatives and was a trust officer for the Bremer Bank. In 2007, Poolman left his post to start an independent regulatory consulting practice. He advises insurance companies and producer clients on regulatory issues, working with regulators on their behalf.

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