Marketing Financial Services to Seniors

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9780966206265: Marketing Financial Services to Seniors

Marketing financial services to seniors guides any financial advisor how to market to seniors with guerilla tactics and with integrity. There's no reason to have a shortage of clients and this book teaches the advisor, in detailed tactical fashion, how to attract affluent retirees. While the entire financial services industry is crazed about baby boomers (who don't save and live on credit cards) today's seniors, while only 17% of the population, control 70% of the wealth. This is the book to get if you want to master the retiree market--fast.

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From the Author:

Essential book for sellers of annuities, long term care, medigap insurance or any financial product or services used by seniors and retirees. This book rapidly accelerates your prospecting and marketing sucess in the senior market.

About the Author:

About Larry Klein, CPA/PFS, CFP®,CRFA™

Larry Klein, President of NF Communications, has assisted 20,000 financial professionals to increase their clients and income. His marketing programs, tested in his own practice, and practices of top producers, to financial advisors throughout the United States. Mr. Klein started his career as a CPA with a "big eight" accounting firm and moved into advising retail clients as a Vice President of Investments at Great Western Financial Securities and then as a First Vice-President and branch manager with Prudential Securities (where he was in the top 5% of producers, nationally). He became a million dollar producer at that firm.

Mr. Klein is a CPA and one of 3100 CPAs in the US to hold the Personal Financial Specialist designation and he holds an MBA from the Harvard Business School.Larry has been an invited speaker at leading venues such as the John Hancock, Wells Fargo, Charles Schwab, Bisys Exceptional Producers Meeting, the NAIFA Financial Advisors Forum, State Farm Financial ServicesConference and the Million Dollar Round Table.

He has been interviewed on CNNfn and in industry publications including On Wall Street, Registered Representative Magazine, The Agents Sales Journal, Research Magazine, and Financial Advisor Pro and writes columns for Financial Services Journal Online, Horsesmouth, and on Wall Street Online. In these industry publications, he counsels financial services professionals how to use smart and efficient seminars, direct mail and direct response marketing to obtain substantial increases in their income.

He is author of Retirement Investing, Asset Protection and Wealth Preservation, 400 Greatest Financial Jokes, Marketing Financial Services to Seniors and What You Don’t Know about Handling Your IRA and a number of booklets on financial topics for senior investors.

Larry is creator of the Certified Retirement Financial Advisor training and the co-creator of the Advanced IRA Rollover and Distribution Training.

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Klein, Larry
Published by NF Communications, Inc.
ISBN 10: 0966206266 ISBN 13: 9780966206265
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Klein, Larry
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Published by NF Communications, Inc. (2001)
ISBN 10: 0966206266 ISBN 13: 9780966206265
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