Clients in the ‘building for the future’ stage have a lot on their minds. They’re career builders and growing families who are thinking about work, buying their first homes and often raising kids. Research shows that Canadians born between 1965 and 1980 are more concerned about having enough money for retirement than other generations.1 Many will agree that saving for retirement is important, but it’s not always their highest priority.
Now there’s an easy way to encourage younger clients to make the most of today and start thinking about tomorrow. Show them the new Money for Life – Building for the future video, which recognizes:
- their current life stage,
- how their needs will change over time, and
- the value of your advice in helping them achieve their short- and long-term goals.
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(Run time 2 minutes, 10 seconds)
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1 LIMRA Retirement Study – Consumer Phase 2012