Kim Purnell
A Wix Legend Marketplace Agency
CLIENT RESOURCES
Caring Conversation | Workplace & Boomer Generation
The Engagement of Boomer Retirees and near Retirees at the Workplace May Surprise You! According to a July 25, 2023, article by Ryan Pendell, A Snapshot of Older Generation Engagement Trends, "as of the end of 2022, 35% of employees in the baby boomer generation are engaged at work. That means boomers are slightly more engaged than older millennials (33%) and Gen Xers (31%) but have the same level of engagement as Gen Zers and younger millennials."
Supplemental income is an acute need for many nearing retirement today. According to Gallup’s latest survey, "only 39% of nonretired Americans aged 50 to 64 think they have enough money to live comfortably in retirement. In general, nonretirees expect to rely on income sources other than Social Security, including part-time work, in retirement.”
For those who deal with workplace benefits, that translates into providing benefits, including supplemental benefits that respond to today’s workplace population comprised of of older millennials (33%) and Gen Xers (31%) Gen Zers and younger millennials (33%).
Therefore to help you learn more...
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Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
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Adaptive Marketing Group, LLC
898 Glendale Ave Palm Bay, FL 32907
Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
FINRA, or the **Financial Industry Regulatory Authority**, is a self-regulatory organization that oversees the brokerage industry. FINRA has rules and guidance on disclosure in advertising and other communications with the public ?.
FINRA encourages members to be precise and succinct in their explanations and disclosures. Members often include in their communications disclosures that are not required by the rules, and FINRA does not object to additional explanations or information beyond what is required for rule compliance ?.
You can learn more about FINRA's rules and guidance on disclosure from their website ?.
Source: Conversation with Bing, 6/28/2023
(1) Regulatory Notice 19-31 | FINRA.org. https://www.finra.org/rules-guidance/notices/19-31.
(2) Advertising Regulation | FINRA.org. https://www.finra.org/rules-guidance/key-topics/advertising-regulation.
(3) Disclosure Report Cards | FINRA.org. https://www.finra.org/compliance-tools/report-center/disclosure.