Helping Seniors Protect Their Assets

What does the fact that people are living longer, healthier lives have to do with you? As a financial advisor, you’ll be helping people manage their wealth to protect assets through 20-30 years of retirement. This is unprecedented and requires new strategies for investment.

Senior Financial Seminar Training

Their high ethical standards and superior service allow me to run my business without having to look over my shoulder.- Bill Gammon, Towson, MD

Senior Strategy Seminars (SOS)

Seminars are an effective and non-threatening way to reach prospects. They’re free to the prospects who have self-selected to attend, so they’re already looking for help with their investments.

Whether you are an accomplished public speaker or embarking on a new experience, we have charted out a comprehensive course for you. The Senior Strategies (SOS) Seminar Program helps you to:

  • Methodically plan your seminar event, from concept to execution.
  • Deliver a strong, compliance-approved program.
  • Conduct effective client interviews to aid in managing their wealth.
  • Discover innovative closing techniques, designed for the senior market.

As an agent, you can’t afford to ignore this market. As a Kestler Financial registered rep, we’ll help you meet the challenge.