WEALTH TRANSFER

The wealth transfer process is one that involves several moving parts. Wills, trusts, gifts and property. It, however, is a process that depends on people. You, Your Clients and their heirs. How can you ensure that all these parties are prepared for this journey?

PREPARE
EMPOWER
ENGAGE
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Between 2007 and 2061, an estimated $59 trillion will transfer from 93.6 million American estates – the greatest wealth transfer in history. Research has concluded that 70% of wealth transfers fail* – will you be one of the financial professional families continue to trust?

Contact your sales director to request our wealth transfer implementation guide for advisor best practices, sample family meeting agenda, questionnaires, and more.

PREPARE

Prepare your practice for the future.

EMPOWER

Help clients have these conversations.

ENGAGE

Bridge the gap between your clients and their heirs.

client priority chart

Source: Practical Perspectives: The Changing Role of Financial Advisors - Serving Millennials, September 2019.

wealth transfer infographic

Source: FUSE Research Network and Janus Henderson Retirement Strategy Group, 2015.

population by generation infographic

Source: FUSE Research Network and Janus Henderson Retirement Strategy Group, 2015.

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*Source: FUSE Research Network and Janus Henderson Retirement Strategy Group, 2015.