Senior Clients-Having the Hard Conversation

BNY Mellon's Pershing


Serving the Needs of Senior Clients

“Senior Citizens” are not who they used to be. Many seniors successfully delay the aging process with active lifestyles and healthy living. Advisors who understand this new normal, including how senior clients perceive themselves and the aging process, are expanding their business with a specialization that focuses on addressing potential health changes.

BNY Mellon's Pershing

BNY Mellon's Pershing

