Boomertirement News -
Micki L. Hoesly, CLU, ChFC

Session Podcasts Provide On-the-Go Access to Boomertirement Summit Highlights

Park Ridge, Ill. (April 2, 2008) – A new series of audio and video podcasts provides MDRT members, other financial services professionals and media with on-the-go access to highlights of several sessions presented at MDRT’s Boomertirement Industry Summit.

Podcasts that are now available:

  • Matt Thornhill, President and Founder of the Boomer Project, providing expert perspective about how to sell financial services products to Baby Boomers.
  • Michelle L. Hoesly, CLU, ChFC – Principal, Capital Resources; 29-year MDRT Member – discussing three distribution-phase strategies that can help Baby Boomers ensure sustainable life income.
  • Ed Slott, IRA expert and author, presenting an approach that protects retirement assets by taking advantage of the three biggest benefits of the U.S. tax code.
  • Three of the industry’s premier insurance experts exploring how financial advisors can help Baby Boomers employ Lifeboats that protect against the burden of unforeseen and uncontrollable expenses.

The podcasts are available at our new Podcast navigation link on the left. Boomertirement Summit podcasts from other sessions will also be available soon. More »

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