Posts Are Coming Soon
Stay tuned...
I remember many years ago as a young man when I was selling insurance and investments for Prudential-Bache, the manager told us that we would probably be selling to people within a minus or plus ten years of our current age. As I have gotten older over the years, I have found some truth in this axiom. Most of my clients today, not all, are within a minus or plus ten years of my age. And as I and my clients have gotten older, our focus on things we thought important earlier in life, have changed. Let’s take for example estate planning. When I started out with Prudential in my mid-twenties, I was mainly selling to young married couples. We discussed education for the children, financial securi
