The evolving financial landscape demands an immediate re-evaluation from any financial services professional who looks forward to serving Baby Boomer clientele. Discover the unique biology, psychology, sociology and demography of this populous, maturing segment. As a Registered Financial Gerontologist and experienced practitioner, the author delivers age-sensitive strategies based on applied research. Includes Presentation Guide and CD-ROM with Sales/Training tools and other practical resources.

The evolving financial landscape demands an immediate re-evaluation from any financial services professional who looks forward to serving Baby Boomer clientele. Discover the unique biology, psychology, sociology and demography of this populous, maturing segment. As a Registered Financial Gerontologist and experienced practitioner, the author delivers age-sensitive strategies based on applied research.

Smart financial advisors recognize the full marketing potential of college planning—building insurance, retirement planning and other investment business stemming from a highly-motivated, rapidly-expanding market continually renewing itself. With the Power Kit, seize your share of opportunities even without being a college planning expert. Power Kit consists of Book, Presentation Guide, and CD-ROM featuring: Sales & Training tools, College Money System™ tools, and other practical resources.

While college planning may appear like a small ticket sale at first glance, smart financial advisors recognize the full marketing potential—building insurance, retirement planning and other investment business stemming from a non-threatening topic with prospects eager to discuss their children/grandchildren’s financial situations. Lucrative, time-tested techniques guide Advisors beyond 529 to a wealth of multi-generational sales.

Your guide to becoming a top producer in a re-emerging market.

Increase your disability income insurance sales while better serving your clients.

This vital sales package contains the tools necessary to help clients prepare for the potential problem of funding the cost of long-term care expenses. Includes How to Sell Long-Term Care Insurance book, Study Guide, and CD ROM with presentations and forms.

A thorough resource guide to the long-term care market, giving you a comprehensive overview complete with stories and statistics illustrating the need for long-term care insurance and much more.

Get paid what you are worth! Learn about the Great Rate Debate, Where Does Time Go?, What Goes into a Rate Calculation?, and much, much more. Learn tried and true techniques of setting fair and profitable rates.