Welcome to the Financial Advisors section of the Boomertirement Web site. Here you will find tools and educational resources designed to help you prepare Boomers for a secure financial future.

Boomertirement Road Shows
To help address the growing retirement crisis, financial advisors recently explored new ideas to help Boomers better prepare for their future at five Boomertirement® Road Shows in February and March 2009. The Road Shows included presentations by Tom Hegna, CLU, ChFC, CASL, VP of New York Life Insurance Company, Matt Thornhill, Founder and President of the Boomer Project and others. Access new industry research, best practices and community tools to help Baby Boomers plan for retirement.

Partnership for Retirement Education and Planning (PREP)
Founded by MDRT, NAIFA, FSP and eight other non-profit associations, PREP is an unprecedented collaboration of non-profit associations representing more than 200,000 financial service professionals, created to help Baby Boomers better prepare for retirement. Learn more about how PREP can help you provide solutions to Boomers in your community.  

Boomertirement Summit Report
To help ignite and explore financial solutions to the looming Baby Boomer retirement crisis, MDRT hosted the Boomertirement Industry Summit, April 24-25, 2007, in New York City. View valuable information, including video and podcasts, from interactive sessions with leading economists, authors, scholars, financial experts and thought leaders.

MDRT Members – Click here for additional, exclusive information and tools.