From now until 2045, an estimated $124 trillion in assets is expected to change hands in the Great Wealth Transfer, primarily passing from Baby Boomers to younger.
“The Great Wealth Transfer is no longer a distant forecast — it’s happening right now,” said Julian Movsesian, president and CEO of Succession Capital Alliance.
Key takeaways
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- $124 trillion in wealth is projected to transfer by 2045, and each generation from Boomers to Gen Z has different death benefit planning needs and expectations.
- Financial professionals must tailor death benefit strategies and legacy planning according to generational priorities.
- Strategies like permanent life insurance and trust planning are critical for Boomers and Gen X, while personalization and education are key for Millennials and Gen Z engagement.
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