Filed Under:Markets, Boomer Market

When I'm 65...


Your clients, Betty and Bob, are both 65. They are looking to you as their advisor to map out a financial plan that gives them enough funds to last both their lifetimes and/or one of their lifetimes.

Therefore, you need to know the likelihood of both or one living to age 75, 85, 95 or even 100. Knowing that probability acts as a guide to ensure they have the required sum of money set aside if they live to a healthy old age.

Top Sales and Marketing Ideas - 2014

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2014 100 Best Sales & Marketing Ideas

There are a million ways to sell an insurance product, and any one of them may work depending on your target market, your product lineup and your own unique skill set.

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