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BISA Portfolio PodcastAuthor: Bank Insurance and Securities Association
A look at issues affecting the bank and insurance securities community Language: en-us Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Redefining Aging: Why Words Matter
Tuesday, 9 December, 2025
In this episode of the BISA Portfolio Podcast guest host LeAnn Rummel, president and CEO at Cetera Investment Services, talks with Lisa D’Ambrosio of MIT AgeLab and Alex Samoila of MassMutual Strategic Distributors about MassMutual Strategic Distributors' research on how language shapes retirement planning.Listen in for insights on:Why the words people use to describe “life after career” reveal hopes, fears, and priorities beyond financial projections.How generational and gender differences in retirement vocabulary can help advisors tailor conversations.Why understanding emotional drivers like family, freedom, and security is key to building trust.Practical ways advisors can use this research to deepen client relationships and prepare for longevity.BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel. Visit the Portfolio content hub Become a BISA member
