Math Behind Aging and How It Can Grow Your Practice

Track: NED Talks

Session Number: 114
Date: Sun, Jan 27th, 2019
Time: 11:15 AM - 11:30 AM
Room: Texas Ballroom BC

Description:

It is imperative that advisors have a knowledge of the emotional and financial issues unique to the 40+ million elderly Americans and have access to resources that can help navigate this last stage of life. Families of all financial means will be affected by these challenging issues of aging financially and emotionally. Insurance and financial professionals with the knowledge and resources to help aging clients and their adult children plan, navigate inside and solve the emotional and financial issues related to late life will ultimately be in a position to move into an advisory role for the next generation.

Session takeaways:
• Create business continuity by positioning a unique added value service to capture multi generations of clients
• Learn resources and tactics that will bring great financial value to your elderly clients, their family and other advisors
• Create professional partnerships for referrals for already stressed sandwich generation executives and professionals

Session Type: NED Talk

Target Market: Apply to all
Categories: Tax & Regulatory, Life Insurance & Retirement, Human Interaction Value
Session Type: NED Talk

Target Market: Apply to all
Categories: Tax & Regulatory, Life Insurance & Retirement, Human Interaction Value

Speakers

Speaker 1
Brian N. Byars
Advanced Retirement Planning, LLC

As Founder of Advanced Retirement Planning, LLC, Brian Byars brings 25 years of experience in financial and estate planning services, insurance and asset protection to his clients. Brian demonstrates a work ethic built on service and value. He excels in crafting personalized financial plans to prosper his clients, helping them achieve their personal and financial goals while maintaining their trust and confidence.

Growing up in Rome, Ga., Brian began his professional career as a licensed insurance agent in 1994. During the early years of his career, he realized he could best serve his clients by offering comprehensive financial plans instead of one product. “I wanted them to look to me as their trusted advisor,” said Brian. As a result, Brian grew his offerings over the years into the full-service financial advisory firm Advanced Retirement Planning is today.
In 2013, Brian was invited to join the Forum 400, an elite organization comprised of leaders in production and innovation in financial services. Membership is restricted to 400 professionals nationwide. Currently, there are only 280 advisors who meet its rigorous qualifying standards.

As an accredited claims agent for the US Veterans Administration, Brian works tirelessly help veterans get the benefits they deserve and has assisted veterans and their widows in receiving over 100 million dollars in benefits.
Financial Planning Magazine recently recognized Brian in its 2013 Pro Bono Awards for his work with veterans.
Georgia Trend Magazine named Brian to its “40 Under 40” list in 2012, a top honor among the state’s most successful men and women in business.