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Building a sustainable business

Brad Bueermann

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The average insurance professional is approaching retirement age, while the life expectancy of their clients may extend for 30 years or more. Clients have a real concern about who will serve them in the coming decades. This presentation looks at strategies to ensure the longevity of a firm, deal with aging professionals, and bridge the gap between advisors’ interests and clients’ expectations. Sustainable businesses are better suited to recruit and train the next generation of professionals, which diversifies the profession and provides a link to the emerging demographic of savers and investors. The resulting benefits are a win-win-win for professionals, clients and the institutions that support them.

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