Speakers: Brian N. Byars

Year: 2019

It is imperative that advisors have a knowledge of the emotional and financial issues unique to the 40+ million elderly Americans and have access to resources that can help navigate this last stage of life. Families of all financial means will be affected by these challenging issues of aging financially and emotionally. Insurance and financial professionals with the knowledge and resources to help aging clients and their adult children plan, navigate inside and solve the emotional and financial issues related to late life will ultimately be in a position to move into an advisory role for the next generation. Session takeaways:• Create business continuity by positioning a unique added value service to capture multi generations of clients • Learn resources and tactics that will bring great financial value to your elderly clients, their family and other advisors• Create professional partnerships for referrals for already stressed sandwich generation executives and professionals