In this insightful episode of The Wave Strength, host Jim Breen welcomes Pacific Life’s Karen Neeley, vice president, and head of Institutional Retirement Solutions Group (IRSG), and Chris Stout, AVP and head of IRSG’s National Markets function, to share their thoughts on the evolving retirement landscape and current developments surrounding retirement planning. 

Listen in as they delve into Pacific Life's innovative approaches to retirement solutions. Discover how the team’s expertise and passion are driving new strategies to address the growing need for guaranteed income in retirement.

From strategic partnerships to pioneering industry insights, this episode is packed with valuable information for financial professionals and anyone interested in the future of retirement planning.

Catch the wave!

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About Karen Neeley:

Karen Neeley is vice president of the Institutional Retirement Solutions Group. She has an extensive financial services background, previously holding leadership positions at three Fortune 500 companies. A proven innovator, Karen was named a 2023 Twin Cities Business Notable Leader in Banking & Finance and was previously recognized as LIMRA's Top 25 Rising Stars of Innovation under 40. At Pacific Life, Karen leads the Defined Contribution Lifetime Income (DCLI) and Pension Risk Transfer (PRT) business lines, including go-to-market strategy, product development, distribution, operations, and customer and partner engagement. Karen joined Pacific Life in 2023.

About Chris Stout:

Chris Stout is Pacific Life’s Assistant Vice President and Head of National Markets for the Institutional Retirement Solutions Group (IRSG). With over three decades of experience in financial services, Chris is responsible for expanding the IRSG distribution force and Pacific Life’s national footprint. Chris leads IRSG’s National Markets function and plays a vital role in the growth and long-term success of the Pension Risk Transfer (PRT) and Defined Contribution (DC) businesses, in addition to partnering with advisors and consultants to connect plan sponsors with innovative lifetime income solutions. Chris joined Pacific Life in 2024.

In This Episode:

00:00 Introduction

01:15 Meet Chris Stout: Head of National Markets

01:45 The Importance of Guaranteed Income

03:08 Chris Stout's Career Journey

08:27 Pacific Life's Strategic Partnerships

09:28 Conclusion and Final Thoughts

#retirementsolutions #financialplanning #guaranteedincome #retirementsecuirty #financialsecurity