This timely guide addresses the
challenges faced by the more than 20 million Baby Boomers
“sandwiched” between the competing financial needs
of several generations. It positions financial advisors as
a source of expert help in developing custom-tailored plans
to meet these challenges. This proven marketing tool gives
accountants, attorneys, insurers and financial planning professionals
an effective way to build client relationships and increase
awareness of ways they can be of service.
Membership organizations can use this guide
as an incentive for joining or renewing, and employers will
find it an effective way to help employees in this situation
make ends meet.
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