This staggering percentage highlights the importance of including women in financial planning discussions and tailoring conversations to meet their needs. Looking for more reasons to engage female clients? The infographic below highlights some key facts.
We've developed great resources that can be used with female clients and in preparation for meetings with them, including case studies, worksheets, and presentations. Visit our Women & Retiring with Confidence webpage to access these materials.
For advice and additional ideas on working with female clients and their families, please feel free to contact us directly at (800) 722-2333, ext. 3939, or send an e-mail to RSG@PacificLife.com.
1“Doubet, Emily. "Is Your Financial Services Business Catering to Women? If Not, You’re Missing Out." Banking.com, January 13, 2014.
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