Now On Demand • 1 CE Credit
SAVE: Safety, Access, Value, Equity Returns
• 1 CE Credit
Cash is not a strategy — yet nearly $9 trillion is sitting idle. Clients want safety. They expect growth. And access to their money. Meanwhile, CDs, T-bills, and money markets are offering declining, static yields — and many structured alternatives introduce caps, buffers, lockups, or timing risk. So how can we, as an industry, achieve higher rates of return without altering clients’ risk profiles?
The Market Savings Sub-Advisory Program (SAVE) changes that conversation. By combining FDIC-insured bank deposit protection with monthly market-linked allocations, SAVE delivers principal protection, full liquidity, and growth potential — without locking clients into declining yields or exposing deposits to market loss. No lockups. No caps or buffers. No timing risk. Liquidity becomes a growth engine — not a placeholder.
Join us to learn:
- How to activate idle cash and create growth opportunities — with Zero Principal Risk
- A market participation solution for risk-averse clients
- SAVE as an Asset-Gathering Tool for held-away cash, prospects, and corporate accounts
Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.
Accepted for 1 CFP / IWI / CFA CE Credit
Speakers
Sean O’Hara joined PLANCO in 1985. Sean spent 22 years with PLANCO/Hartford where he performed various roles including wholesaler, divisional manager, and managing director of the national wholesaler team. In his time as managing director, PLANCO sales grew on an annual basis from $14 billion per year to over $30 billion per year. During his tenure, he had oversight responsibility for more than 300 wholesalers and 20 divisions. From 2001 to 2007, Sean managed all domestic wholesaling activities for variable annuities, mutual funds, and 401k’s. Additionally, Sean oversaw variable annuity sales in Japan and held a seat on the Board of Directors for the Japanese Life Company.
In July 2007, Sean joined Pacer Financial to lead the national wholesaling team. He has made television appearances on CNBC and Fox Business.
Sean holds the FINRA Series 7, 24, 26, 63, and 65 licenses as well as a Pennsylvania Resident Insurance Producer license and is also licensed as a Non-resident Insurance Producer in all 50 states and commonwealths throughout the US and the District of Columbia.
Sean is a graduate of The Catholic University of America, Washington, DC.
Sean O’Hara joined PLANCO in 1985. Sean spent 22 years with PLANCO/Hartford where he performed various roles including wholesaler, divisional manager, and managing director of the national wholesaler team. In his time as managing director, PLANCO sales grew on an annual basis from $14 billion per year to over $30 billion per year. During his tenure, he had oversight responsibility for more than 300 wholesalers and 20 divisions. From 2001 to 2007, Sean managed all domestic wholesaling activities for variable annuities, mutual funds, and 401k’s. Additionally, Sean oversaw variable annuity sales in Japan and held a seat on the Board of Directors for the Japanese Life Company.
In July 2007, Sean joined Pacer Financial to lead the national wholesaling team. He has made television appearances on CNBC and Fox Business.
Sean holds the FINRA Series 7, 24, 26, 63, and 65 licenses as well as a Pennsylvania Resident Insurance Producer license and is also licensed as a Non-resident Insurance Producer in all 50 states and commonwealths throughout the US and the District of Columbia.
Sean is a graduate of The Catholic University of America, Washington, DC.
Bradley Swartz is the Chief Revenue Officer for Pacer’s Save Investments, where he leads national distribution strategy with a focus on growth, advisor relationships, and brand expansion. He has been with Pacer Financial for over six years, playing a key role in scaling the firm’s distribution efforts and strengthening its presence across the advisor community. Prior to his current role, Bradley spent five years as an External Wholesaler, working directly with financial advisors to deliver ETF solutions, deepen partnerships, and drive asset growth. This hands-on experience continues to shape his leadership approach, grounding strategic decisions in real-world advisor needs and field-level insight. A graduate of Penn State University, Bradley is known for his relationship-driven leadership style, emphasis on influence and personal branding, and commitment to building high-performing distribution teams. His focus remains on creating strong partnerships, elevating the Pacer and Save brands, and driving long-term success through trust, clarity, and execution.
Bradley Swartz is the Chief Revenue Officer for Pacer’s Save Investments, where he leads national distribution strategy with a focus on growth, advisor relationships, and brand expansion. He has been with Pacer Financial for over six years, playing a key role in scaling the firm’s distribution efforts and strengthening its presence across the advisor community. Prior to his current role, Bradley spent five years as an External Wholesaler, working directly with financial advisors to deliver ETF solutions, deepen partnerships, and drive asset growth. This hands-on experience continues to shape his leadership approach, grounding strategic decisions in real-world advisor needs and field-level insight. A graduate of Penn State University, Bradley is known for his relationship-driven leadership style, emphasis on influence and personal branding, and commitment to building high-performing distribution teams. His focus remains on creating strong partnerships, elevating the Pacer and Save brands, and driving long-term success through trust, clarity, and execution.
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