About the Episode

In today’s low-interest-rate environment, a pervasive challenge for advisors is the need for income-oriented solutions for clients, especially those at or nearing retirement. That need has led many to seek high-risk sectors of the bond and equities markets. The consequences of those decisions could be disastrous for investors. So we are going to look at another solution.

About our Guest

Tony Dufault is a managing director at Pacific Global ETFs. With over 22 years of experience in the financial services industry, Tony oversees the strategy and product development of Pacific Global ETFs. He will discuss the connection between Pacific Life and Pacific Global ETFs, the reasoning it entered the ETF market in 2019, and why the firm decided to focus on income-generating securities.

Show Notes

Here is a link to the Pacific Global web site, for those who would like more information.