| |
Typical Events |
Product Needs |
|
Starting Out
19 - 25
|
Live at-home
Parents Car
Complete Education
Leaving Home
1st Home
Military Comm
1st Apartment
Marriage |
Auto Ins.
Renters Ins.
Credit Card
Business Loans |
Early Career
26-39 |
Buy Home
Start Family
Start Business
Build Savings
Civic Activities |
Auto Finance
Home Ins.
Movers Expense
Mutual Funds
Life Insurance
Commercial Ins. |
Middle Career
40-54 |
Peak Earnings
Kids in College
Assets Grow
Career Grow
Nest Empties
Divorce
|
Multiple Auto
CD's
Financial Plan
Kid's Policies
Boat/Aircraft |
Late Career
55-65 |
1st Grandchild
Parental Care
Early Retirement
Inheritance |
Trusts
Annuities
Travel Services |
Retired
65+ |
Full Retirement
Assisted Living
Disability
Death of a Spouse |
Medicare Suppl.
Retirement Home
Healthcare Center |