One of the primary reasons WealthWave has been so successful, is that right now, there’s an overwhelming need for financial education and serving families with financial strategies that help them overcome their personal wealth crisis. This means BIG opportunity. Millennials have new homes and growing families to protect financially, but are lost when it comes to navigating the purchase of life insurance. There’s roughly $68 trillion in Gen-X and Baby Boomer retirement assets that will need to be moved over the next 25 years. That’s 136 million Americans either retiring soon or needing guidance to get ready. With just the Boomers, there are 10 thousand retiring every day—almost 4 million people turn age 65 each year and are either switching over to retirement mode or realizing they are unprepared. If you look at the markets that need a financial education and a professional to help them gain access to products and services for their finances, the size of these markets is a huge advantage for building a business. Your starting point with all 3 of these markets is EDUCATION. You’ll need to first teach them how money works before they can become unfrozen, confident, and ready to make decisions. To do this you need a financial education system that works for EVERYONE—a secret weapon for ending FINANCIAL ILLITERACY! Or maybe we should call it—A NOT SO SECRET WEAPON…

The Next Wave

Phyllis Shallman

m: 562.537.6365

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