How to Start a Retirement Conversation With Investors

Hans Schemmel

04/03/2019

One quick starter conversation should be beneficiary reviews. Advisors can deliver value to investors with a simple task—ensuring their investors have named their beneficiaries correctly.


Hans Schemmel

Hans Schemmel is a Director for BNY Mellon | Pershing and oversees all aspects of the development and enhancement of the firm’s retirement and insurance-based solutions. He is also charged with managing Pershing’s Corestone® asset management account solutions and helping clients maximize efficiencies through asset consolidation efforts. As a key subject matter expert, Hans follows regulatory matters that impact these solutions and is a frequent speaker on these topics.

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