The Financial State of America
Presented By: AGENT NAME
Did you know 69% of Americans believe
there is a chance they could outlive their
savings?1
Today’s Agenda:
The State of the
Economy
Concerns of
Americans
Strategies and
Solutions
State of the Economy
What’s Happening Here
• Community Events:
• Bullet
• Bullet
• Community News:
• Bullet
• Bullet
U.S Economy
• President Trump
• Trending on Social Media
• Healthcare Implications? Affordable Care Act?
• New Policies?
• Stock Market Hits 20,000: What Does this Mean?
• Interest Rates on the Rise
• How Will This Affect You?
Concerns of Americans
Raising Concerns
Only 1 in 4 Americans say it’s
“extremely likely” Social Security will be
there when they retire.2
33% have no retirement savings
whatsoever.3
60% are worried about not being able to
pay for medical costs for an illness.4
52% of all Americans aren’t invested in
the stock market.5
Alleviating Concerns
I Can Help…
• How I work with my clients
• Help me understand
• Dreams
• Goals
• What I can help with
• How I am compensated
• Insurance Company
• Securities
• Planning Fees
• Discover, Design, Develop, Deploy
Services…
• Financial Advice
• Financial Planning
• Wills, Estates, Trusts
• Health and Wealth
• Health
• Medicare
• DI, CI
• Life
• Living Benefits
• Accumulation
• Income
Contact Me:
INSERT CONTACT INFO
Phone
Email
Website
Business Address
Sources…
1 Williams, S.
(2016, September 4). Here's How Americans Are Letting Nearly $5 Trillion Go to Waste. Retrieved January 31, 2017,
from http://www.fool.com/retirement/2016/09/04/heres-how-americans-are-letting-nearly-5-trillion.aspx
22016 Planning & Progress Study: The Financial States of America (Rep.). (n.d.). Retrieved January 31, 2017, from The Northwestern
Mutual Life Insurance Company website: https://www.northwesternmutual.com/about-us/studies/planning-and-progress-study2016
3Backman, M. (2016, December 30). Americans' Financial Fears Peaked in 2016, Data Shows. Retrieved January 31, 2017, from
http://www.fool.com/retirement/2016/12/30/americans-financial-fears-peaked-in-2016-data-show.aspx
4McCarthy, J. (2016, April 28). Americans' Financial Worries Edge Up in 2016. Retrieved January 31, 2017, from
http://www.gallup.com/poll/191174/americans-financial-worries-edge-2016.aspx
5Williams, S. (2016, September 04). Here's How Americans Are Letting Nearly $5 Trillion Go to Waste. Retrieved January 31, 2017,
from http://www.fool.com/retirement/2016/09/04/heres-how-americans-are-letting-nearly-5-trillion.aspx