Did you know 75% of Americans manage their own money?
So says the Invest in You Savings Survey released in April by CNBC and Acorns, a micro-investment platform.
It means three out of four people are responsible for their own retirement planning solutions.
If that fact startled you, get ready for the next revelation. This one comes courtesy of a December 2018 Confronting the Money Taboo survey by investment management firm Capital Group:
People are more comfortable discussing their marriage problems, mental illness, drug addiction, race, sex, politics and religion, than they are talking about money.
Addressing a gnawing worry
It’s no surprise, then, that the topic of retirement makes some folks uneasy.
According to recent article by The Motley Fool, 47% of working adults who participated in a recent Gallup poll said they were concerned about having enough money to live on for the duration of their retirement.
That’s up from 32% of workers who responded to the poll in 2002, the year Gallup started compiling the data.
Americans fear the future for a number of reasons. They include the rising cost of healthcare; and the possibility Social Security benefits may be reduced, or eliminated altogether.
People need to save
Based on these numbers, there is a thriving market for your expertise.
Potential clients include, but are not limited to, individuals approaching the end of their working years or who have recently retired.
While you don’t want to scare anyone, it’s reasonable to point out Americans are living longer.
According to the Social Security Administration, a woman who is 65 today will, on average, live to be 86.5 years old.
Meanwhile, a 65-year-old man has an average life expectancy of 84 years.
When you help someone create a retirement plan or shore up an existing one, you ease their minds about the future. That’s powerful stuff.
Even better, you don’t have to find these people. LeadingResponse will do it for you.
Retirement planning solutions
Our SeminarConnect digital marketing system uses geo-targeting to identify qualified leads and invite attendees to workshops and dinner seminars.
You may select from our suite of presentations on subjects such as Tax-Savvy Retirement, Social Security Maximization, Social Security for Women, and Indexed Universal Life. Or, you can develop your own.
Because knowledge is power, we’ve created a helpful infographic with Baby Boomer retirement statistics.
An opportunity to grow
For the risk-averse, SeminarConnect comes with a guarantee.
If we do not hit your RSVP target, LeadingResponse will refund your money, or apply it to a future campaign.
In closing, we know that advisors are much more likely to close sales with individuals they meet face-to-face, than through any other prospecting method.
There are people out there who need you.
Contact us today to connect with them.