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Effective Retirement Planning

Presenter : Bob MacDonald

Category : Retirement Planning

Topic : Effective Retirement Planning

Length : 4 Mins

Tags : annuities, retirement, savings

About this Video

Bob MacDonald explains the importance of having a balanced retirement plan with short term, long term, and forever goals.

Bob MacDonald's BIO

In 2007, after a remarkable 40-year career in the financial services industry, Bob MacDonald (alongside two of his sons) created All Things Annuity; a centralized hub for individuals in need of sound financial advice and assistance with guaranteed retirement income. Bob began his career in 1965 as an agent for New England Mutual Life; he “retired” in 2002 as CEO of Allianz Life of North America.

Along the way, he built a successful sales agency for Jefferson-Pilot, served as chief operating office for State Mutual of America, president and CEO of ITT Life Insurance Corporation, and formed LifeUSA, which became one of the fastest growing, best-known and most successful companies of the 1990s. From a startup in 1987 to the time Allianz AG of Munich, Germany acquired LifeUSA in 1999, the company developed into a profitable, publicly-traded company with sales exceeding $1 billion, assets of more than $6 billion and over 80,000 agents contracted to represent the company.

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