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Retirement Planning > Retirement Investing

14 data points to help you sell this week

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These days, it seems the world spins on data. For salespeople, this is good news. Never has there been more insight into what consumers want and need. The trick, of course, is wading through the reams of facts to find the ones that will help you answer (and anticipate) your clients’ questions.

Here, we’ve done the work for you. The snapshot below shows what millennials really think about term life, why advisors are relying more on trusts, entry points that can help start a retirement planning conversation, and just how quickly voluntary products are growing in popularity. Read them, then reap the benefits next time you’re in a client meeting or at a cocktail party.

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