Marketing organizations across the country have recently focused their marketing efforts on the Boomer generation, but few, if any of them understand the unique challenges you face in marketing to this generation.



Boomers are, at their core, do-it-yourselfers. Most have directed their own 401k plans, handled their own finances, and do their own research. They are internet savvy, investment savvy, and think they know it all. This combination can make it a frustrating experience for advisors who are using traditional marketing methods to try and attract Boomer clients. Enter “Retirement Analyzer, the Consumer Version;” the Most Exciting Prospecting Breakthrough in Over a Decade!

The Consumer Version was designed with the Boomer in mind.  We have recreated the “Retirement Analyzer, Professional Version” into a do-it-yourself package that Boomers can use by themselves, in the comfort of their own home, and remain in complete control.  So how do you benefit?  Simple, this is the most amazing door opener we have ever seen.  If you are tired of the increasing expense of filling dinner workshops, tired of the negative publicity and rejection, you will love the Consumer Version.

You will be able to customize the Consumer Version with your picture, bio and contact information.  Whenever a prospect has a question, or whenever they need help with the concerns the Consumer Version will illustrate for them, they will call you, the financial professional who provided them with this do-it-yourself program.