There is no shortage of statistics about the gap between the need for financial products and services and ownership or participation within the Gen”Y”, Women, Small Business Owner, and Multi-Cultural consumer group. The motivation for why clients want to take certain financial steps varies between groups of people. In this continuing education course we’ll talk about some demographic trends in the U.S. and what that may mean to your practice. Our purpose is to provide you with some general, macro-level trends on what each of these groups may appreciate, based on experience and research.
Presented by George Wilkins
Director of Disability Income and Planning
Target Insurance Services