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Future-Proofing Technology: How the Right Tools Can Help Financial Professionals Develop Better Retirement Strategies for Their Clients

Future-Proofing Technology: How the Right Tools Can Help Financial Professionals Develop Better Retirement Strategies for Their Clients

by Brian Kunkel | Mar 31, 2023 | Accumulation & Retirement Income, Brian Kunkel, Wealth

Financial professionals are under increasing pressure to develop the best possible retirement planning strategies for their clients. And while many are still relying on traditional methods to perform their services, the truth is that in today’s world, technology is...

About Author

Brian Kunkel

Brian Kunkel

Brian Kunkel is Vice President of Product and Advanced Strategies at TruChoice Financial Group LLC, which he joined in 2012 with over 20 years of industry experience. His team helps financial professionals understand and uncover the opportunities that exist in the wealth accumulation, distribution, and legacy markets, as well as develops strategies designed to increase the value that financial professionals bring to their clients.

Learn more about Brian

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