Boomers are crossing the threshold into the 50-65 age group at a rate of 12,000 a day - a turning point for how they will view their future years. Add into the mix a persistently turbulent economy and you have a complex dynamic that requires expert navigation and conversation skills. Advisors need to re-evaluate their understanding of this key demographic and the communication strategies they use to broach subjects that could, just by their discussion, draw lines in the sand. Based on his pioneering research on the psychology of the second half of life, David will share a breakthrough perspective on the real challenges and changes that boomers are facing as they head towards 65. He will provide practical strategies to enhance the dialogue with your boomer clients to help them successfully negotiate the transition into this later stage of life.
Managing Director and Medical Director,
Marsh Private Client Life Insurance Services
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