Building a Generation-Resilient Business

Building a Generation-Resilient Business.

The Silent Generation and Baby Boomers are expected to transfer $68 billion in wealth to their heirs over the next 30 years.¹ Our insights, strategies, and annuity solutions can help advisors attract and retain members of Generations X, Y, and Z as core clients.

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.

Explore the Potential

Turn obstacles into opportunities.

Our insights cover everything from succession planning to customized content to help you attract clients from Generations X, Y, and Z.

Evaluate the risks to your practice

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 the Guidebook

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 the Guidebook

Build Relationships that Span Generations

Prospect to Client-for-Life Journey Map

Take each generation from prospect to client.

Download Journey Map

Communication Guide

Align your communication style and messaging to each generation.

Download Guide

Hosting Client Events Guidebook

Engage each generation with turnkey events.

Download Guidebook

_{This material is for informational purposes only. you should always check with your own manager and compliance department for any policies and procedures regarding any topics or best practices discussed in the material.}

_{(1) U.S. High-Net-Worth and Ultra-Net-Worth Markets 2018: Shifting Demographics of Private Wealth, Cerulli Associates, October 2019}

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