Share
The interview originally took place on May 20, 2026.
Chairman & CEO Jay Jackson joined The Greg Kelly Show to discuss how individuals approaching retirement should rethink financial planning by focusing on personal goals, income needs, and the true meaning of financial freedom. He emphasized that understanding how long you’ll be in retirement is one of the most critical—and often overlooked—factors in building a successful plan.
The conversation also explored key decisions such as Social Security timing, the role of medical profiling in estimating lifespan, and how incorporating longevity data can help individuals better align their assets—including life insurance—with long-term financial outcomes.
Share
The interview originally took place on May 20, 2026.
Chairman & CEO Jay Jackson joined The Greg Kelly Show to discuss how individuals approaching retirement should rethink financial planning by focusing on personal goals, income needs, and the true meaning of financial freedom. He emphasized that understanding how long you’ll be in retirement is one of the most critical—and often overlooked—factors in building a successful plan.
The conversation also explored key decisions such as Social Security timing, the role of medical profiling in estimating lifespan, and how incorporating longevity data can help individuals better align their assets—including life insurance—with long-term financial outcomes.
