We invite you to watch our recording on an informative session hosted by our partners from Lincoln Financial. There’s a great deal at stake over the next couple of decades. With 10,000 baby boomers retiring daily, an estimated $30 trillion dollars in wealth is expected to change hands from the baby boomer generation to Gen Xers and millennials over the next 30 years. That’s almost triple the $12 trillion inheritance, referred to as the Great Transfer, still taking place as baby boomers inherit the wealth from their parents.
Explore family legacy planning with Annuities, with a case study approach – visualize clients in these situations. Cases include special needs trust, gifts and trust planning.
Watch here to deepen your understanding with unique concepts that become hidden opportunities for growing your financial services practice.
