Your business-owner clients will feel the baby boomer retirement implications, even if they're not boomers themselves.
I recently had the pleasure of moderating the Web seminar, “Boomertirement Solutions for Business Owners.” For this special event, MDRT and AALU teamed up to explore solutions that can help business owners overcome their personal retirement challenges, and meet the unique needs of their changing employee base. The Lifestyle, Life Income and Lifeboats messages outlined by MDRT’s Boomertirement initiative were presented by three leading Boomertirement experts: Philip E. Harriman, CLU, ChFC; Brian H. Ashe, CLU; and W. Luther Pierce IV, CLU.
I highly encourage you to visit the archive of the Web seminar by logging onto the Web Seminar Archive.
Also, please use this forum to share what has worked for you in connecting with your business owner clients and helping them prepare for retirement. How do you get your foot in the door with business owners? How do you get them to focus on their own retirement needs and not just their business? What kind of benefit plans can they use to attract, retain and reward key Baby Boomer employees?
I look forward to your insight and dialogue as we all learn from each other’s experiences and best practices.
