Friday, January 24, 2014

Transforming Advisers into CFOs - Retirement Management

The senior market is a major target for an adviser's business model. The general trend is income management, but advisers may fail to take into account comprehensive eldercare, which includes all components of senior marketing: Social Security, Medicare and Extended Care coverage. Steve and Levi underscore the need to become the CFO to address all these areas.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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At its core, Ash Brokerage is about Honoring the Impact ® in the lives of the financial professionals who choose to partner with us — we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways ... Simply put, we make a difference in the lives of people.

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