Dillan Micus, Divisional executive vice president, AXA Advisors Southwest
Micus leads more than150 professionals across the Southwest and innovated both the firm’s successful “Firm of Firms” platform andits Retirement Income Distribution Strategy process, which helps identify, address and organize the variousfactors of retirement planning. Under Micus, the branch earned AXA’s President’s Trophy six times and hasgrown from $4 million to $18 million a year in overall sales revenue. 2015 trend to watch: “The industry is facing a seismic shift. There are record numbers of people entering retirement years and/or moving toward the transfer oftheir wealth. Education – both educating associates toeffectively assist with the distribution and transfer of wealth, and educating the aging population itself – is critical and hopefully a trend that positively impacts our industry in 2015 and beyond.”
Advice for 2015: “One can elect to save 10 percent of his/her income for retirement and continue to do so for the next 40 years. But, why not consider increasing the percentage as one’s salary increases? Increasing one’s percentage little by little along the way can have an
exponentially positive impact at retirement and beyond.” Best Arizona investment: “Personally, I support any financial services business that invests in its people and their continuing education as we help Baby Boomers move toward retirement and eventually the transfer of wealth in the history of our state – and nation.”
