7 Paths to Growth in the New Retirement Era

It’s a new era for insurance agents, financial advisors and registered representatives.

Those who persevere must rethink outdated planning paradigms and practices, reimagine roles and services, and recalibrate to the next generation of clients. But rethinking retirement planning alone isn’t enough. Your decisions on how to move forward will determine your clients’ success level and your business’ ability to grow in the future.

Senior Market Sales^® (SMS) has identified seven practical, actionable steps that can help you accelerate growth and make the greatest impact on client lives. Whether you choose one or all, these paths will help prepare you for the changing retirement planning landscape so you’re positioned to grow.