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.
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.
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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