To help lead the development of financial solutions to one of the most critical issues facing life insurance and financial services organizations today, the Million Dollar Round Table (MDRT) is convening Boomertirement, an industry summit focused on helping baby boomers maximize their quality of life during retirement.
“The MDRT Boomertirement Summit provides an opportunity for MDRT to join its industry partners so we can harness our collective front-line expertise and explore solutions to assist baby boomers in navigating the financial challenges they will face as they retire,” says MDRT First Vice President Philip E. Harriman, CLU, ChFC.
This invitation-only industry summit, scheduled to take place in New York City on April 24-25, will include a variety of educational focus sessions, panel discussions, and presentations by baby boomer experts and prominent members of the financial services industry. MDRT plans to invite the leadership of life insurance and financial services companies and industry associations, as well as representatives from the industry trade, business, and consumer media, to attend the summit.
Additional details regarding the MDRT Boomertirement summit will be announced by MDRT in the coming months. MDRT’s Boomertirement effort also includes a variety of ongoing educational initiatives for its members, including focus sessions at its 2007 annual meeting, Web seminars, information in its member publications, and dialogue on the organization’s members-only blog.