Retirement Advisor July 01, 2014
Over the years, Scott Lebin has learned the importance of staying engaged in life and giving back, a lesson he passes along to clients of all ages.
As health costs skyrocket and the housing market remains unsteady, even the affluent are worried about their ability to have the lifestyle they want in retirement.
How can you successfully reach the senior market and earn their trust? Try these strategies on for size.
Because they’re older and already in retirement, one could argue those issues are more pressing for seniors than for boomers.
If Social Security retirement benefits and systematic savings withdrawals comprise a couple’s entire income, they’re at risk.
If the academics can’t agree with one another on the best solution, and the client won’t agree on the proposed solution, how do you decide what to do next?
Advisors need to look in the mirror, first, to figure out if they're doing things right. Only then can they maximize their potential.
Knowing how to use these websites will make you a magnificent retirement income planner.
Winning a football game and selling insurance: two sides of the same coin.
To succeed at seminars, you must be holding them for the right reasons.
The Big Picture
The better you know this market, the better you will serve them.