November 4, 2020

529 Advisor Channel & Stable Value Product Webinar

Hosted by Edward Kaminski, Senior Business Consultant at New York Life Stable Value and Paul Curley, Director of Savings Research at ISS Market Intelligence, the October monthly webinar discussed the 529 advisor channel, updates to the advisor-sold status boards, and product training on Stable Value. In addition to a conversation on capital preservation investment options, the session provided best practices for due diligence and a discussion on commons myths and misconceptions regarding the different structures. The presentation also highlighted 529 & ABLE industry announcements, research and market data updates, and Q&A throughout.


By Paul Curley, Director of Savings Research at ISS Market Intelligence

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