Episode 20 : 01/17/2017

Health wealth connection: making the connection tangible

header-ep18-health-wealth

Hugh O’Toole

Senior Vice President at MassMutual
Head of workplace distribution

Hosts:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Matt Smith
Managing Director
BMO Global Asset Management

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Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Health wealth connection: making the connection tangible

In this episode, we’ll provide a different perspective on the connection between health and wealth in retirement, helping advisors align the interests of plan participants with the interests of the employer to create win-win situations. Our guest is Hugh O’Toole, Senior Vice President at MassMutual, and an expert in the field of benefits packages, workplace distribution, and the connection between health, wealth for employers and employees.

In this episode:

  • Why a CFO cares about the financial health of employees
  • Converging factors that are occurring in the employer-sponsored benefit arena
  • The idea of human capital management
  • The Viability tool and what it involves
  • The behavior finance theories that explain employee decisions
  • What retirement plan advisors can do

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