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March 17th, 2026

170- The Role of AI and Women's Financial Planning With Tina Beckwith & Neeraja Rasmussen

  1. 170- The Role of AI and Women's Financial Planning With Tina Beckwith & Neeraja Rasmussen MARY Crean 25:14

Life transitions such as Caregiving, career pauses, Divorce, or widowhood can affect women’s Retirement Planning decisions. Co-hosts Mary Crean and Laura Dinan Haber of Nassau Financial Group discuss how the financial industry can better address these realities. They are joined by Tina Beckwith, Chief Marketing Officer of LIMRA and LOMA, and Neeraja Rasmussen, Founder and CEO of Spyglaz, to explore gaps in financial planning and how AI and Innovation can provide more personalized guidance to support women’s financial futures. In honor of Women’s History Month, this episode highlights strategies and insights that can help women plan for Retirement with confidence.

Links from show notes:

Tina Beckwith-LinkedIn

LIMRA LOMA

Neeraja Rasumssen’s Email

Spyglaz Website

Prime Life Podcast Prime Life Podcast Hosts

Mary Falletti-Crean
Mary provides digital marketing support for Nassau and its distribution partners.

Josef Katz
Josef Katz builds strategic & growth marketing programs for startups.

Laura Dinan Haber
Laura serves as innovation brand director for Nassau Re/Imagine, Nassau Financial Group’s insurtech incubator.

Paul Tyler
Paul leads the marketing strategy, digital sales channel and innovation activity at Nassau Financial Group.