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Retirement Planning > Retirement Investing

The same, but different

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What you hold in your hands (unless you’re reading this on your desktop computer) is the debut issue of Retirement Advisor. Wait, don’t leave! If you were looking for Senior Market Advisor, you’ve come to the right place.

After more than a decade as a leading publication in the B2B space, Senior Market Advisor published its last issue under that brand name with the December 2013 issue. As one of the 40,000-plus loyal readers of SMA, you deserve an explanation about how and why our team came to the decision to evolve the brand.

In making the decision to become Retirement Advisor, we talked with numerous industry experts and advisors like you and we studied industry data. Here’s what we found:

  • We will be the same as you’ve grown to expect from SMA.
  • We’ll be different to reflect the evolving insurance space.

The same, but different — what does that mean?

First, we’ll continue to offer the content that best exemplified Senior Market Advisor. Every month, between the pages, Retirement Advisor will carry the best advice on sales and marketing strategies that positions advisors for success.

Second, features on annuities, life insurance and long-term care will remain a focus of our content.

In addition, we will continue to address the needs of seniors and boomers but based on the data we’ve already received, we see a few ways to evolve our brand.

Our main focus

One major content focus in Retirement Advisor is retirement income. Through our conversations with advisors, we’ve learned that consumers in the 21st century are increasingly sophisticated and demand their advisor have a deep understanding of preserving client wealth through retirement income planning strategies.

Through peer-to-peer content, expert editorial analysis and in-depth industry and consumer research, Retirement Advisor delivers a winning blueprint for advisors to help clients meet their retirement goals. And many of you are ahead of the game.

A recent LIMRA research paper shows that “76 percent of advisors who responded to the study made changes to their practice in the past 12 months to take advantage of retirement income opportunity.”

Another addition is a nod toward the dual-licensed advisor. Again, in conversations and through industry data, a strong push is being made by insurance advisors to obtain (if they haven’t already) a securities license. With that in mind, our content will reflect that space where insurance and safe investments intersect.

One more thing before I let you get to the meat of the magazine. One difference in content and presentation begins on page 10 with our “Trending” section. We understand how valuable your time is and in this section, we bring you the best tips and insights on insurance, safe investments, best practices and technology in easy-to-digest sound bites. Think of the Trending section as everything you ever wanted to know about being a retirement advisor but didn’t know where to go to find out.

As you go through the pages, look for takeaways to help improve your practice and when you’re done, send me a note through our comments section below to let me know your thoughts on Retirement Advisor — the same as Senior Market Advisor, but different.

For more from Daniel Williams, see:

Industry survey 2013: The results

Death, taxes … retirement

12 facts about Alzheimer’s you need to know


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