Kate McLees
Regional Vice President - Individual Annuity, Securian Financial
As a regional vice president for Securian Financial, Kate helps advisors identify accumulation and protection solutions to complement their clients' financial strategies. In addition to Kate's financial services experience and life insurance expertise, she supports advisors by providing strategies to help them grow their business and meet their clients' goals.
Kate has been active in the financial services industry since 1989, with the majority of that time focused in the investment and insurance marketplace. Kate leverages her broad experiences to help advisors meet their sales goals while helping their clients achieve their financial goals.
Breakout Session
The biggest hurdle standing in the way of the women on the move for a successful retirement strategy is: uncertainty. Kate will walk you thru some strategies to build confidence, navigating social security, lock in lifetime income, considering spousal benefits or benefits from surviving spouse, affording health care and long term care costs and much more. Kate has guaranteed income sources with long-term care focus on life insurance solutions.
