Planning for the future: a focus on mature women

Article Abstract:

Financial planning realities and concerns which may arise for older women and of which financial planners should be aware are the subject of this article which addresses issues including retirement benefits, marital status, and demographic differences.

Finance, Women, Demographic aspects

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What happens as we age: understanding the aging process and applying it to communications strategies

Article Abstract:

The author discusses physical and mental issues which estate or financial planners should consider when serving their older clients. A checklist is included which is intended to aid in the communication process.

Health aspects, Management, Communication, Communications

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Understanding our older customers: approaches to segmenting the mature market

Article Abstract:

Factors which financial planners may find valuable when marketing products and services to mature persons are discussed. Factors which may influence financial perspectives include age and life events. Attention to these factors may help in serving mature clients which are not part of a homogenous body.

Planning, Financial services industry, Financial services, Marketing

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