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 […]