The Business... of Being in the Comprehensive Retirement Business
Guest: Jason Crane
With almost seventy podcast episodes to date, we’ve had some amazing guests who have shared their experiences and perspectives to help employers better understand their retirement plans. Out of all our prior episodes, some of our more popular ones have been where we have had business leaders in the retirement industry talk about the current and future trends they see and how they are positioning their organizations to address them. In this episode, Jason Crane, the Executive Vice President and Managing Director of Transamerica Retirement Solutions stopped by to share some of his thoughts on the growing trend in the retirement industry of providing a more comprehensive suite of products and services to help employees on their journey to retirement. During our conversation we hit on the impact of rapid changes in workforce demographics, the evolving definition of both retirement plan success and retirement readiness and whether employers are ready for some of the recent industry offerings. Finally, don’t miss Jason’s thoughts on how the retirement services industry is preparing for the likelihood that the first person to live to 150 years old is alive today.
Jason Crane’s leadership role has helped establish Transamerica as a top provider of customized solutions, helping more than 20 million customers to save and invest wisely to live the lives they want.
Jason provides oversight of Transamerica’s business development organization, spanning responsibilities for distribution of all intermediary driven products, retirement-centric practice leaders, investment-only alliances, and sales operations.
Prior to joining Transamerica in 2001, Jason served as a salesperson for New England Financial, where he was routinely ranked as one of the top five sales professionals nationally. Over the past 15 years, he has successfully executed on efforts to establish focused distribution partnerships, drive core messaging themes, and enhance the quality and visibility of Transamerica.
Jason has a genuine passion for the retirement plan industry and a commitment to promote best practices for qualified retirement plans. He is active in many industry organizations, including the American Society of Pension Professionals & Actuaries (ASPPA®), where he has served on the Summit Conference steering committee, and the Employee Benefit Research Institute (EBRI), where he serves as a member of its board.
Jason is a graduate of Miami University, where he received dual bachelor’s degrees in psychology and philosophy. He holds FINRA registrations 6, 26, 63, and life insurance licenses.
Jason lives in Chicago with his wife, Lauren, daughter, Maya, and twin sons, Nathan and Owen. In addition to his passion for travel, he is an avid Cubs fan and has passed along that unfortunate character defect to his children.