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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.

During the Summit, media and leaders of the life insurance and financial services industry participated in interactive sessions with leading economists, authors, scholars, financial experts and thought leaders. Dr. Alan Greenspan was the keynote speaker, participating in a question-and-answer session with MDRT President Philip E. Harriman, CLU, ChFC.

There is Hope for Boomers, But They Must Take Action
After two days of interactive discussions and presentations, a common theme emerged – there is hope for Baby Boomers, but they must take action now to secure their financial futures. Learn more – this Summit Report provides an in-depth, interactive guide to:

  • The Issues and Factors behind the Baby Boomer retirement crisis.
  • Solutions that can help Baby Boomers maximize their quality of life during retirement by navigating a path of decisions regarding:

    > Lifestyle

    > Life Income

    > Lifeboats
  • The Call to Action provided by premier retirement experts during the Boomertirement Capstone Panel Discussion.

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