Senior Market Sales® White Paper: Solving Retirement Crisis Requires New Industry Thinking and Solutions
The retirement planning industry is facing a crisis, but a new white paper by Senior Market Sales® (SMS) suggests that insurance agents and financial advisors can play a crucial role in solving this issue. Titled “The Retirement Planning Mind Shift: New Thinking for Growth in a New Era,” the white paper emphasizes the need for industry professionals to rethink traditional planning practices and adapt to new challenges.
According to John Haver, SMS’ Senior Vice President of Marketing and Strategic Development, the white paper provides a clear roadmap for agents and advisors to navigate the changing landscape of retirement planning. By addressing the reasons why many Americans enter retirement financially unprepared, professionals in the industry can help their clients achieve greater financial security.
The white paper also highlights the importance of offering holistic services and solutions to clients, as well as leveraging technology to streamline processes and reach more clients. In addition, SMS has produced “7 Paths to Growth in the New Retirement Era,” which outlines actionable steps for agents and advisors to position themselves for success.
SMS, known for its expertise in supporting Medicare Supplement agents, has expanded its services to provide a comprehensive health and wealth platform. By partnering with Alliant Insurance Services in 2020, SMS aims to position its agents and advisors for industry disruption and help more Americans achieve financial security in retirement.
To further explore the topics covered in the white paper, SMS will be hosting a webinar on Thursday, July 25. For more information about Senior Market Sales and their services, visit www.SeniorMarketSales.com or call 1.800.786.5566.
In conclusion, the retirement crisis requires new industry thinking and solutions, and insurance agents and financial advisors have a crucial role to play in addressing these challenges. By adapting to the changing landscape of retirement planning and offering holistic services to clients, professionals in the industry can help more Americans achieve financial security in retirement.
