In this quick webinar, Chief Marketing & Experience Officer, Susan Theder and CEO of Bento Engine, Philipp Hecker share how to personalize your marketing strategy by leveraging life events and important age milestones. They talked about the Bento Engine integration, how to use the FMG platform and more.

1. Leveraging Your Client or Prospect's Age
Milestones to Exponentially Grow Your
Business

2. Susan Theder
Chief Marketing and
Experience Officer, FMG
@stheder
/susantheder
stheder@fmgsuite.com
2
Philipp Hecker
CEO, Bento Engine
@PhilippHecker
/philipphecker
philipp@bentoengine.com

3. 3
3
Growing Your Business with
Age-Based Marketing
✅ The importance of dripping on clients with timely,
relevant information
✅ Age-milestones that lead to the most business
✅ Marketing best practices

4. 4
Age Milestones and
Life Events That
Matter

5. Advice Impacts Client Satisfaction / NPS
5

6. Context: 15 Age-Milestones That Matter
15 regulatory birthdates that trigger distinct wealth management risks or opportunities
© 2024 | bentoengine.com 6
Retirement related
Coming-of-age
0
Birth
14
Working
Age
15-17
Driving Age
18-21
Age of Majority
26
Healthcare
50
Catch-up
Contributions
55
59.5
Retirement
Withdrawal
60
SocSec:
Widows
65
Medicare
62
SocSec:
Earliest
66-67
SocSec:
FRA
70
SocSec
: Latest
73
RMD
s
70.5
QCDs
Assisting the Next Generation
Optimizing outcomes
Early Withdrawals
HSA Catch-up
Contributions

7. 10’s 50’s
20’s 30’s 40’s 60’s 70’s 80+
Life in #s: 15 Discrete Age-Points
Life Events: Dozens of Typical Life Experiences
Saving &
Investing
Birth of a
Child
15/16/17
Driving Age
14
Working Age
66/67
SocSec:
FRA
70
SocSec: Latest
73
RMDs
60
SocSec: Widows
18/19/21
Age of Majority 50
Catch-up Contributions
59 ½
Retirement Withdrawals 65
Medicare
70 ½
QCDs
55
Early Withdrawals / HSA Catch-
ups
26
Healthcare
62
SocSec:
Strategy
Age of
Majority
In addition: Life Events – Dozens of
Opportunities to Lead with Advice
7
First Job
Off to College
Paying Off
Student Debt
Getting
Married
Negotiating a
Raise
Changing
Jobs
Starting a
Business
Buying a
Business
Selling a
Business
Job Loss
Buying a
Home
Taking Care of
Older Parents
Getting
Divorced
Kids or Parents
Moving In
Long-Term
Care (Plan)
Selling a
Home
Long-Term Care
(Required)
Receiving a Windfall
(e.g., Inheritance)
Death of a
Loved One
Meaningful
Philanthropy
Moving to a New
State
Leaving a
Legacy
© 2024 | bentoengine.com

8. 8
Key Moments
That Matter

9. 10’s 50’s
20’s 30’s 40’s 60’s 70’s 80+
Life in #s: 15 Discrete Age-Points
Life Events: Dozens of Typical Life Experiences
Saving &
Investing
15/16/17
Driving Age
14
Working Age
66/67
SocSec:
FRA
70
SocSec: Latest
73
RMDs
60
SocSec: Widows
59 ½
Retirement Withdrawals 65
Medicare
70 ½
QCDs
55
Early Withdrawals / HSA Catch-
ups
26
Healthcare
Age of
Majority
Now in FMG: 6 Key “Moments That Matter”
9
First Job
Off to College
Paying Off
Student Debt Negotiating a
Raise
Changing
Jobs
Starting a
Business
Buying a
Business
Selling a
Business
Job Loss
Buying a
Home
Taking Care of
Older Parents
Getting
Divorced
Kids or Parents
Moving In
Long-Term
Care (Plan)
Selling a
Home
Long-Term Care
(Required)
Receiving a Windfall
(e.g., Inheritance)
Death of a
Loved One
Meaningful
Philanthropy
Leaving a
Legacy
Birth
of a
Child
Getting
Married
Moving to
a New
State
18/19/21
Age of
Majority
50
Catch-up
Contribution
s
62
SocSec
© 2024 | bentoengine.com

10. 10
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11. A Custom Marketing plan each
month
Executed for you
Exclusive Content by our marketing
thought leaders only available for
DIFM customers
Your own dedicated Marketing
Strategist
Do It For Me
Marketing Program
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12. Want to learn more? Book a
demo with our team →
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