BSMG's Fall Summit on Retirement provided valuable information and compelling data to help brokers have productive conversations with their clients

Preparing Clients for Retirement:


Speaking Effectively to Your Clients About America’s Greatest Financial Challenge


Some 10,000 people reach the age of 65 each day, resulting in a marketplace with more than 80 million clients holding in excess of $15 trillion in retirement assets. These numbers are expected to hold steady for the next 17 years. The season of change for many of these people exposes them to risk—longevity risk— or outliving their money!


BSMG’s Fall Summit included information on the changing retirement landscape, how to help brokers have the conversation with their clients, explore new solutions for retirement risks, and more!


Now is the time to plan using appropriate techniques and products to minimize this risk.


Interested in all that Jason Lea presented to the group on Tuesday, October 29th at Showcase Live in Foxboro, MA?  We invite you to download his PowerPoint Presentation.


For more information on retirement products available to you or help talking with your clients, please contact your BSMG Life Advisor at 800-343-7772.


Thank you to our sponsors:


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