As we stand on the brink of the Great Wealth Transfer, the financial services landscape is on the cusp of a profound demographic shift. By 2030, millennials and pre-retiree women will inherit an astonishing $30 trillion. Financial professionals who swiftly grasp the significance of this transfer and promptly adapt their strategies will be in a prime position to foster loyalty, empower consumers, and secure business growth.
The Agent & Advisor Editorial Team is a highly skilled and dedicated group of professional writers and editors within the life, health insurance and financial services industry. Committed to delivering accurate, informative and engaging content, this team possesses a deep understanding of the intricacies and complexities of the industry.
Learn more about the Editorial Team.
Learn more about the Editorial Team.
Latest posts by A&A Editorial Team (see all)
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