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?
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 your practice for the future.
Help clients have these conversations.
Bridge the gap between your clients and their heirs.
Source: Practical Perspectives: The Changing Role of Financial Advisors - Serving Millennials, September 2019.
Source: FUSE Research Network and Janus Henderson Retirement Strategy Group, 2015.
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.