Dallas, GA, March 5, 2012
- Insurance Pro Shop, the nationally recognized leading training and support service for financial professionals, announced today the “Trusted Advisor Success Training: Proven Strategies For Financial Advisors Working With Middle Income Families and Baby Boomers” to be held April 18, 19 and 20, 2012 in Branson, Missouri. This event will be co-hosted by Professor Rodney Balance and the Financial Leadership Academy.
“Insurance agents and financial advisors across the country have been looking for new opportunities to grow their practices since the economic downturn,” says Lew Nason, the trainer of the event and co-founder of the Insurance Pro Shop. “This financial advisor success training offers a unique opportunity for them to tap into a relatively recession-proof middle income family and baby boomer markets of prospective clients – millions of families who need help from competent financial professionals."
“Consider, approximately 77 million baby boomers will be eligible to retire in the next nineteen years. But, according to recent surveys, 66 percent of these boomers have delayed their planned retirement date, due to the bad economy and feeling unprepared financially. The sad truth is that the vast majority of baby boomers have not adequately saved for retirement,” says Nason. “Many of them had their home equity destroyed by the recent financial crisis. And, their 401ks were devastated when the stock market tanked.”
Company pension plans across America are woefully underfunded. Many state and local government pension programs are absolute disasters. The federal government has already begun to pay out more in Social Security benefits than they are taking in, and the years ahead look downright apocalyptic for the Social Security program.
“Financial advisors have a great opportunity to help middle income families and boomers – but only if they are prepared,” says Nason, who has trained more than 5,000 financial professionals in the middle income family market since 2000. “Middle income families and baby boomers need assistance from well-trained financial advisors. The Success Training event in April will equip advisors with the technical aspects of tax free retirement planning -- but also gives them key insights on how to attract, conduct profitable meetings, identify their needs, and help prospects to make sound financial decisions to Live Debt Free and Truly Wealthy.”
Plus, as a bonus, this live event will be co-hosted by 'Professor' Rodney Ballance Founder of the Financial Leadership Academy and the Ambassador Program for financial advisors.
You are also invited (free) to attend the live taping of the 2012 Financial Leadership Conference on the afternoons of April 19-20.
Finally, attendees will have the opportunity to earn the accredited RFC Designation from the International Association of Registered Financial Consultants.
A complete agenda for the Trusted Advisors Success Training and Financial Leadership Academy is available at http://www.insuranceproshop.com/BootCamp/
Since 2000, Lew Nason and his sons Will and Jeremy have trained more than 5,000 financial advisors to help them grow their business. The Nasons are nationally recognized sales improvement experts, and frequent speakers and trainers for financial services firms throughout the country.
More information on Insurance Pro Shop can be found at http://www.insuranceproshop.com/
or by calling Lew Nason at 877-297-4608.
If you’d like more information about this topic, or to schedule an interview with Lew Nason, please call at 877-297-4608, or email email@example.com