Overview
Overview
Generating lasting value for Generations X, Y, and Z.
The greatest transfer of wealth in history has begun, and financial advisors face the challenge of a shrinking book of business. As aging clients enter a decumulation phase, the majority of their heirs will place their wealth elsewhere upon inheritance. But our deep insights and proven annuity solutions can help advisors build generation-resilient businesses.
Unlock the Opportunity
Unlock the Opportunity
Get to know each generation and their preferences for engaging with your business.
Our guidebook offers detailed profiles of investors from Generations X, Y, and Z and suggests value-add opportunities for advisors.
Get to know each generation and their preferences for engaging with your business.
Our guidebook offers detailed profiles of investors from Generations X, Y, and Z and suggests value-add opportunities for advisors.