What’s in it for ME?. The Market: Baby Boomers What’s in it for ME?

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Presentation transcript:

What’s in it for ME?

The Market: Baby Boomers What’s in it for ME?

The Market: Baby Boomers 12 million boomers or ”empty-nesters” spending almost twice the average amount of any other group* £145 billions of spending power** What’s in it for ME? *Source: Sunday Times, Feb 5, 2006 **”Thinking Grey” – Centaur Survey, 2006.

The Market: Baby Boomers 12 million boomers or ”empty-nesters” spending almost twice the average amount of any other group* £145 billions of spending power** Ready for Retirement? Another boomer turns 60 every 28 seconds* What’s in it for ME? *Source: Sunday Times, Feb 5, 2006 **”Thinking Grey” – Centaur Survey, 2006.

The Market: Baby Boomers 8.5 million boomers by 2008 Over £46millions spending power on consumer goods alone* Ready for Retirement? Another boomer turns 60 every 28 seconds* Got Money? In 2030, when the last boomer turns 65*… –25% of the population of the UK –40% of disposable income in the UK –77% of private investments in the UK What’s in it for ME? Source: Datamonitor, 2005

Baby Boomers: What’s on their mind? –Active Retirement –Longer Life Spans –More Investment Options What’s in it for ME?

Two Central Retirement Questions 1.“How much do I need to live the retirement I’ve always wanted?” 2.“How should I invest my money so I can have a secure retirement?” What’s in it for ME?

The Solution: Retirement Road Map Provide Answers Easy to Use Recommend Products Speed Up Sales Process Other Planning Opportunities What’s in it for ME?

The Solution: Retirement Road Map Provide Answers: 2 central questions Easy to Use: 6 question fact-finder Recommend Products: Asset Mix - Investments Annuities - Immediate or Deferred Life Insurance - Term or Permanent Supplemental - LTC, C/I, Disability Speed Up Sales Process: One Interview Other Planning Opportunities: More Detailed Retirement, Business Continuation, Financial Strategies What’s in it for ME?