KNOW: Two of the top ten “Best Performing Industries” in the coming decade are Retirement Planning and Trusts & Estates management, according to new research.
DO: Make sure both are part of your service offerings to Boomer clients, even if it requires you to partner with experts in those fields.
Jan. 6, 2010
KNOW: Three out of four Americans are “paying close attention” to the politicking over health care reform, according to a new MetLife study. Boomers, who perceive they have the most to lose, are following the debate especially closely.
DO: Whatever misgivings you may have personally about the shape of health reform, mandated coverage for everyone represents a potential boon to insurance brokers. Be proactive. Identify your self-employed clients who don’t receive medical insurance as an employment perk, and let them know how they might benefit.
Jan. 4, 2010