Dec 17
Cross Sell PDF Print E-mail
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Thursday, 14 October 2010 15:43

The future of your institution comes from gaining a greater market share of the younger clientele.  This lies in today's Baby Boomers who make up 77 million people in the US population and their age range is from 40 to 60 years old. Studies show that since 1996, a baby boomer turns fifty every 7 ½ seconds, a trend that will continue for the next 15 years.  More over, their life expectancy continues to increase year-by-year.  For example in 1900, life expectancy at birth was age 48 for males and 51 for females, whereas in 2000 it had increased to 74 for males and 79 for females.  As this group faces retirement they are looking past traditional bank investments and looking toward insurance markets for the purpose of gaining greater returns to enhance their retirement income as well as estate planning.  Similarly, this generation is more sophisticated and market-sensitive as compared to customers in years' past.  This generation will inherit approximately $6 trillion in assets and will need planning and direction on how to secure their retirement years. As customers' net worth continues to increase, the need to diversify their money becomes of much greater importance.

Not only will our program enhance client services within your organization, you are also providing an additional career path for current employees.  Our programs increase cross-selling ratios and helps develop a team atmosphere within the FI.  Now is the time to take advantage of this opportunity, and put our program in place to;

>1.) Prevent the customer disintermediation you are facing today.

2.) Solidify your current client relationships

3.) Attract new client and business relationships

Contact us now to put AFS on your team!

Last Updated on Monday, 11 April 2011 20:02