Helping Seniors Protect Their Assets
What does the fact that people are living longer, healthier lives have to do with you? As a financial advisor, you’ll be helping people manage their wealth to protect assets through 20-30 years of retirement. This is unprecedented and requires new strategies for investment.
Senior Strategy Seminars (SOS)
Seminars are an effective and non-threatening way to reach prospects. They’re free to the prospects who have self-selected to attend, so they’re already looking for help with their investments.
Whether you are an accomplished public speaker or embarking on a new experience, we have charted out a comprehensive course for you. The Senior Strategies (SOS) Seminar Program helps you to:
- Methodically plan your seminar event, from concept to execution.
- Deliver a strong, compliance-approved program.
- Conduct effective client interviews to aid in managing their wealth.
- Discover innovative closing techniques, designed for the senior market.
As an agent, you can’t afford to ignore this market. As a Kestler Financial registered rep, we’ll help you meet the challenge.