The great wealth transfer is rapidly gaining traction, putting nearly $70 trillion in motion. Helping your clients navigate the complexities and connecting with their next generation of heirs is paramount for advisors to demonstrate value and grow future business.
Building a diverse, cross-generational client base can provide your business with a steady stream of assets regardless of market conditions, year after year. Each generation displays a distinct mindset reflective of its time and the lessons learned from generations before. The ability to recognize that mindset—and the attitudes and outlooks associated with it—will impact your success.
Learn more about how to navigate the converging financial perspectives.
CUNA Mutual Retirement Solutions is a division of CUNA Mutual Group and the marketing name for CPI Qualified Plan Consultants, Inc., a CUNA Mutual Group member company. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuity insurance products are issued by CMFG Life Insurance Company, located in Madison, Wisconsin. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues.