Many consumers are often put off by financial jargon and multiple money worries. A recent study Security Benefit undertook with LIMRA found that such concerns are more common among women. Women provide an excellent opportunity to deliver great service and grow your practice. One-third of financial assets in the U.S. are controlled by women – about $10 trillion. By 2030, they are projected to control about $34 trillion in financial assets1.
Women face unique financial challenges:
- Women have longer life expectancies, requiring their savings to last longer.
- Women generally earn less income and have less savings.
- Women are more likely to interrupt their careers to raise children or care for family members.
Below is a seminar and sales idea to help you educate your female clients on their unique retirement challenges. These tools also provide strategies to help them secure a confident, comfortable retirement.
Related Value-Add Marketing Resources
| Seminar - Women and MoneyA seminar that advisors can present to clients providing information on the economic overview and retirement challenges women may face. | |
| Women and Money Sales IdeaA handout for your clients on six key considerations of women and money, including information on how to plan for retirement and protect assets. |
1 Women as the next wave of growth in US wealth management
Shareable Content
| Share Six Steps for Women to Take Charge of Their Financial Future with your clients. Email Your Clients |