What’s in it for ME?

The Market: Baby Boomers

What’s in it for ME?

The Market: Baby Boomers• 12 million boomers or ”empty-nesters”• spending almost twice the average amount of any other

group*• £145 billions of spending power**

What’s in it for ME?

*Source: Sunday Times, Feb 5, 2006

**”Thinking Grey” – Centaur Survey, 2006.

The Market: Baby Boomers• 12 million boomers or ”empty-nesters”• spending almost twice the average amount of any other

group*• £145 billions of spending power**Ready for Retirement?• Another boomer turns 60 every 28 seconds*

What’s in it for ME?

*Source: Sunday Times, Feb 5, 2006

**”Thinking Grey” – Centaur Survey, 2006.

The Market: Baby Boomers• 8.5 million boomers by 2008• Over £46millions spending power on consumer goods

alone*Ready for Retirement?• Another boomer turns 60 every 28 seconds*Got Money?• In 2030, when the last boomer turns 65*…

– 25% of the population of the UK– 40% of disposable income in the UK– 77% of private investments in the UK

What’s in it for ME?

Source: Datamonitor, 2005

Baby Boomers: What’s on their mind?– Active Retirement– Longer Life Spans– More Investment Options

What’s in it for ME?

Two Central Retirement Questions1. “How much do I need to live the retirement I’ve

always wanted?”2. “How should I invest my money so I can have a

secure retirement?”

What’s in it for ME?

The Solution: Retirement Road Map• Provide Answers• Easy to Use • Recommend Products

• Speed Up Sales Process• Other Planning Opportunities

What’s in it for ME?

The Solution: Retirement Road Map• Provide Answers: 2 central questions• Easy to Use: 6 question fact-finder• Recommend Products:

Asset Mix - InvestmentsAnnuities - Immediate or DeferredLife Insurance - Term or PermanentSupplemental - LTC, C/I, Disability

• Speed Up Sales Process: One Interview• Other Planning Opportunities:

More Detailed Retirement, Business Continuation, Financial Strategies

What’s in it for ME?