189 - Technology, Annuities and the Evolution of Retirement Income Planning With Sheryl O'Connor

Retirement income planning continues to evolve as people live longer and traditional withdrawal strategies may face new challenges. In this episode, host Mary Crean sits down with Sheryl O'Connor, CEO of Income Conductor, to discuss how technology, retirement income strategies, and annuity planning may help advisors navigate an increasingly complex retirement landscape. Listen for perspectives on the trends and considerations shaping retirement income planning today. Links from show notes: Income Conductor LinkedIn Sheryl O'Connor LinkedIn Source: J.D. Power, 2025 U.S. Individual Annuity Study, "Customer Satisfaction with Individual Annuities Strained by New-Client Experience and Digital Limitations," Oct. 2025.