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Tomorrow's Clients: How Changing Demographics Impact Your Business
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While the immediate opportunity serving baby boomers will continue in the coming years, demographics are shifting – and so should your business. To grow in the retirement planning market, insurance agents and financial advisors must think and work differently. Watch this webinar to learn about the next generations of clients, their preferences, and how to prepare your business for the changes and opportunities these changing demographics present.
Watch to learn:
- The immediate “Peak 65” opportunity
- The “Great Wealth Transfer”
- Generation X and millennial customer preferences
- The growing power of women with wealth
Retirement planning is at an inflection point.
Regulations, shifting demographics and the latest retirement trends are piling on top of longstanding problems in the American retirement system to push the insurance and financial planning industries into a new era — one that requires rethinking retirement planning.
Your decisions on how to move forward will determine your clients’ success level and your business’ ability to grow in the future.
To understand the potential impact on your business and the opportunities ahead, download “The Retirement Planning Mind Shift: New Thinking for Growth in a New Era.” This white paper provides exclusive insight on how insurance agents, registered representatives, financial advisors and others in the retirement space can transform the system’s failures into successes for both clients and their own businesses.