As trillions of dollars transfer from baby boomers to the next generations over the coming decades, many advisors fear seeing their managed assets slip from their grasp as clients’ beneficiaries take their money elsewhere. In fact, 66% of children fire their parents’ financial professionals after inheriting their parents’ wealth! Will this happen to you?
In the upcoming two to three decades, as much as $124 trillion* will be passed down from older Americans to younger generations, including nearly $100 trillion from Baby Boomers and older generations, representing 81% of all transfers. The balance is projected to go to charities.
Are these your clients today – at or near retirement? What will happen to these assets over the next 5-15 years? What can you do to keep these assets in your portfolio?
We have researched and developed value-add tools aimed at helping you succeed during the Great Wealth Transfer – including two seminars we can deliver to your team!
*Cerulli Associates, U.S. High Net Worth and Ultra-High Net Worth Markets, 2024
Read the Client Guide
Related Value-Add Marketing Resources
| The Great Wealth Transfer seminarA Security Benefit representative can deliver this presentation to your team. Please contact us at [email protected] to schedule a seminar. | |
| Great Wealth Transfer HandoutA handy reference to accompany our Great Wealth Transfer seminar. | |
| Extending Benefits of Inherited IRAs brochureThis brochure provides an overview of inherited IRAs and includes a case study to show how beneficiaries can extend the growth of the IRA and spreads out the payment of taxes. | |
| Guide to Inherited IRAs brochureAn overview of Inherited IRAs, including distribution rules and options. | |
| Inherited IRAs At-a-Glance sales ideaA one-sheet overview of inherited IRAs, including beneficiary options for spousal and non-spousal beneficiaries. | |
| From Boomers to Zoomers: Tailoring Financial Conversations for Every GenerationOne of our representatives can deliver this presentation to your team and prepare them for communicating to clients of all generations in and beyond their working years. | |
| Unlocking the Power of ConnectionThis guide for Financial Professionals will help your team better understand the approach and keywords they can use to connect effectively with each generation. | |
| Leading a Family Meeting on Wealth TransferA guide to help you facilitate a potentially difficult conversation with families about wealth transfers. |
Shareable Content
| Share "The Great Wealth Transfer: Tips for Givers and Receivers" with your clients. Email Your Clients |