Most people think holistically about their retirement life stage and what they will face as they age—the physical, psychological, and financial aspects. That’s why a broad approach that bridges the gap between traditional estate planning and end-of-life care planning can be useful and effective. Here are 10 topics to raise with clients that give financial services professionals an opportunity to add value and can open doors for related discussions of products and services.
Sandra Timmermann, EdD, is a nationally recognized gerontologist who focuses on aging, retirement, and the application to business. She is currently the visiting professor of Gerontology and Retirement Living at The American College, a special advisor to the Board of the Retirement Income Industry Association, a senior fellow at the Women’s Institute for a Secure Retirement, and a member of the Funding Longevity Task Force. She also has a consulting practice, working with financial services and other businesses interested in reaching the 50+ market.
Sandy was a vice president at MetLife and the founder and director of the MetLife Mature Market Institute until it was disbanded in 2013. She has been in the aging field for over 30 years, is a frequent speaker on retirement issues, and has been interviewed by hundreds of media outlets. She serves in leadership capacities with several aging organizations, is a representative to the UN for the International Federation on Ageing, was a delegate to the White House Conference on Aging, and holds the Cavanaugh Award. She received a BA from the University of Colorado and MA and EdD degrees from Columbia University.