Seniors often have significant need for financial service providers because, just as they are coming to grips with all those choices, pre-retirees and, to a lesser extent, retirees, are also repositioning, liquidating or receiving large amounts of assets from employer pensions, personal savings and investments, home sales, and Social Security.

In describing the needs of this generation for quality advice, it is often true that:

"These people will receive significant sums of money in retirement plan distributions. Billions of dollars will be moved at the discretion of people who may not know all their options or be aware of their best choice options. This creates an enormous need, especially for the services of financial planners, insurance advisers, banks, stock brokerage houses, and others."

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