Full Name
Joe Hendrickson
Job Title
VP, Strategy & Relationship Management
Firm Name
Allianz Life
Speaker Bio
Background:
With more than 20 years in the financial services industry, Hendrickson has a broad experience with distribution strategy, business development, and relationship management. He specializes in the collaborative delivery of guaranteed Lifetime income solutions to help benefit retirement plan savers.
Experience:
• evaluating guaranteed retirement income solutions.
• Leveraging guaranteed retirement income and managed accounts to deliver a holistic client experience and improve retiree outcomes.
• Addressing the compounding complexities of retirement income planning.
• Applying safe harbor – fiduciary considerations for evaluating guaranteed lifetime income solutions.
• Ensuring middleware connectivity for delivering annuity solutions in plan.
Education, certifications, and memberships
• Certified Financial Planner (CFP)
• FINRA 7, 24, and 63 securities registrations
With more than 20 years in the financial services industry, Hendrickson has a broad experience with distribution strategy, business development, and relationship management. He specializes in the collaborative delivery of guaranteed Lifetime income solutions to help benefit retirement plan savers.
Experience:
• evaluating guaranteed retirement income solutions.
• Leveraging guaranteed retirement income and managed accounts to deliver a holistic client experience and improve retiree outcomes.
• Addressing the compounding complexities of retirement income planning.
• Applying safe harbor – fiduciary considerations for evaluating guaranteed lifetime income solutions.
• Ensuring middleware connectivity for delivering annuity solutions in plan.
Education, certifications, and memberships
• Certified Financial Planner (CFP)
• FINRA 7, 24, and 63 securities registrations
Speaking At
