The Takeaway

Retirement Planning is a “Can’t Miss” Opportunity

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

Americans Actually Paying Attention to Health Care Debate

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