Capture Your Share of the Retirement Market
Offer your clients a wide array of sophisticated Retirement Planning Solutions and value-added services.
The retirement wave is upon us: The U.S. Census Bureau reports that the oldest of America's 78.2 million baby boomers began to turn 60 in 2006. As baby boomers begin to retire, they will demand more information and assistance as they plan for their retirement years. And it's not just baby boomers, more and more people at all phases of life are now thinking about and planning for their futures. So whether clients come to you as retirees in their distribution phase oras investors still in the accumulation phase, you need to be armed with retirement solutions that fit a rangeof needs and asset levels. Offering a wide array of sophisticated retirement planning products and value-added services, Pershing can position you to tap into this lucrative market.