A
profile of the
65+ market
Seniors are the
best single
market for
financial
services
professionals.
They have more
money and they
buy a larger
variety of
products and
services than do
younger people
(see items with
asterisks
purchased mainly
by seniors):
- Mutual funds
- Stocks
- Bonds
- Fee-based accounts
- Long-term care*
- Second-to-die insurance*
- Estate planning services*
- Reverse mortgages*
- Senior settlements*
- Fixed annuities*
See the linked
pages below so
that you can
learn more about
marketing each
of these types
of products and
services to
seniors. You may
also want to
review the
specialty website dealing
only with the
marketing of
financial
services.
Resources for
Specializing in
the Senior
Market:
Marketing tools to attract seniors
Certified Retirement Financial Advisor Training
Senior Investment and Insurance
Leads
Advanced IRA Rollover and Distribution
Training
Books and Tapes
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