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Senior Planning

Senior Planning, or financial planning for seniors, is becoming an increasingly important job requirement for Financial Advisors and Agents. These financial professionals need be conversant in the following planning areas:

In sum, this means gaining the broad-based knowledge of the key health, social and financial factors that are important to seniors, and the dynamics of how these factors work together in seniors’ lives. Then applying this knowledge to relate to seniors - understanding why seniors make certain decisions, why seniors have particular aversions to risk, and how to communicate with seniors most effectively.

Today’s seniors are faced with many complex retirement decisions, and their relationships with their financial advisors are built squarely on trust, communication and the advisor’s level of competency on issues facing seniors.

With the proliferation of Baby Boomers nearing or enjoying retirement, this segment of the population provides an unprecedented opportunity for Advisors/Agents to grow their practice, while helping these Boomers prepare for retirement.

Let VendorPedia help you with additional Senior Planning resources!

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