A New Way of Thinking

The Boomer generation are health conscious, highly energetic, goal-driven, living much longer and seeking work/life balance that blends leisure with purpose. As they move towards or embrace retirement readiness and make critical life decisions, they will demand customized, flexible financial services that meet their unique life objectives.

Boomers look forward to retiring to something, and see this as a time to advance, rather than to decline. With 80% of Boomers planning to work well beyond the age of 65, it is imperative that financial advisors are educated and prepared to deal with the new way to retire.

Other key market drivers are:

• The Boomers
• The "New Retirement"
• The Recession