Tamiko Toland
Principal, Toland Consulting
Tamiko Toland is principal at Toland Consulting, LLC, where she shares her insights, experience, and strategic analysis with clients. She is an expert and thought leader in retirement and annuities in the individual and institutional markets. For more than two decades, Tamiko has tracked trends and key issues on retirement income, addressing all audiences. She has held leadership roles at TIAA, Cannex, the annuity data and analytics firm, and Strategic Insight. Tamiko's introduction to annuities began as a trade reporter for Annuity Market News. She regularly shares her perspectives for the news media and speaks at industry conferences and webinars.
Appearances
IdentificationPFP2326DateJune 6, 2023Longer life spans mean longer retirements for many individuals--yet how prepared are they to manage the risks that come along with that? Whether you need to evaluate a client's existing annuity or are considering how to improve the outcome of their financial plan, annuities are increasingly importa…Speaker
Principal, Toland Consulting$49Standard Price
IdentificationPFP2409DateJune 3, 2024What you think might happen in the future can affect what you decide to do in the present. Our panelists will agree and disagree about the changes that will happen in the marketplace for annuities and life insurance. Topics include product trends, marketing, and concerns about consumer education…Speakers
Principal, Toland ConsultingGlenn S. Daily, CFP, ChFC, CLUCo-founder, Tell Us The Odds, LLCPrincipal, Stern Slavutin 2, Inc.$49Standard Price
IdentificationPFP2427DateJune 5, 2024When it comes to insurance strategies, there are layers of opportunity to improve your client’s lives. The integration of various insurance strategies into a financial plan are key to determining outcomes that achieve the client’s goals…Speakers
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial ServicesPrincipal, Toland ConsultingTheodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupModerator
Wealth Management Advisor, Northwestern Mutual$49Standard Price
