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Finseca CEO, Marc Cadin, sat down with Abacus CEO Jay Jackson to explore how AI, data, and innovation are redefining financial security. In this interview, Jackson explains how Abacus is using mortality verification and lifespan data to design personalized retirement solutions, moving past traditional life insurance and annuities toward products tailored to each individual’s health, longevity, and financial goals.
Jackson points to a major shift underway in the financial services industry. Instead of relying solely on Social Security or standard annuities, the future will center on customized tools that address the unique realities of each client’s life expectancy. This, he says, is made possible by combining health and mortality data with advanced analytics, allowing advisors to create smarter, more adaptable retirement strategies.
Artificial intelligence plays a key role in this evolution, enabling financial professionals to work more efficiently, enhance top performers’ effectiveness, and deliver better tools and resources to clients. Abacus aggregates mortality-driven data, repackages it, and sells it to pension funds and government entities to help them understand long-term outcomes, and now the same approach is being applied directly to individual retirement planning.
With more products like these set to roll out in the coming years, Jackson sees a future where retirement plans are no longer one-size-fits-all, but deeply personal, built to match each client’s unique journey.
Watch the full conversation in the video below. To learn more, visit AbacusGM.com.
