Transforming advisors into CFOs: retirement management Blog added by Steve Savant on January 24, 2014
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

The senior market is a major target for an advisor's business model. The general trend is income management, but advisors may fail to take into account comprehensive elder care, which includes all components of senior marketing: Social Security, Medicare and Extended Care coverage. Steve and Levi underscore the need to become the CFO to address all these areas.

The views expressed here are those of the author and not necessarily those of ProducersWEB.
Reprinting or reposting this article without prior consent of Producersweb.com is strictly prohibited.
If you have questions, please visit our terms and conditions
Post Blog