Like Wal-Mart's recent interest in the BMW crowd, as reported recently in The New York Times, the financial service sector must also recognize the need to get innovative when targeting upscale markets. To speak to this need, LIMRA International recently invited Trisha Gallagher Boisvert to talk with members of its Affluent Study Group at a conference in Tampa, Florida. LIMRA's Affluent Study Group consists of senior-level executives from a host of financial services companies who meet bi-annually to discuss trends among the affluent.

Trisha's talk, "Accessing the Affluent from a Life Style Perspective," drove home the following points:

• Insurance executives must think about what their customers think about more.

• They must use the research available to them by groups like LIMRA to design programs that include the lifestyle values that affluent customers are demanding.

• Financial service companies should increase their investment in local marketing by delivering relationships through innovative alliances with well-connected people and organizations that have a mutual interest in accessing the affluent.

Trisha shared with the group highlights of an exciting Gg project now underway where fashion topics will merge with financial service topics in a 3-part seminar series. As a result of this project, which is in collaboration with Nordstrom's King of Prussia, PA store, Gg will deliver hundreds of qualified prospects to both organizations and generate long-term loyalty on behalf of their customer base.

For more details, please contact:
trisha@thegallaghergroup.net or michele@thegallaghergroup.net

Trisha Gallagher Boisvert is a partner with Gallagher Marketing L.L.C. and was joined at the conference in Tampa by Michele Gallagher, Gg's founder.