Building a Generation-Resilient Business.

The Silent Generation and Baby Boomers are expected to transfer $68 billion in wealth to their heirs over the next 30 years.1 Our insights, strategies, and annuity solutions can help advisors attract and retain members of Generations X, Y, and Z as core clients.

Generating lasting value for Generations X, Y, and Z.

The greatest transfer of wealth in history has begun, and financial advisors face the challenge of a shrinking book of business. As aging clients enter a decumulation phase, the majority of their heirs will place their wealth elsewhere upon inheritance. But our deep insights and proven annuity solutions can help advisors build generation-resilient businesses.

A recent report by Cerulli Associates shows the need for financial advice by Generations X, Y, and Z.

View the Opportunity Based on Cerulli Research >

Review the Risk to Your Practice

Take an evaluation to identify risks and opportunities your practice might be facing.

Our insights cover everything from succession planning to customized content to help you attract clients from Generations X, Y, and Z.

Download Assessment Worksheet

Unlock the Opportunity

Get to know each generation and their preferences for engaging with your business.

Our guidebook offers detailed profiles of investors from Generations X, Y, and Z and suggests value-add opportunites for advisors.

Get the Guidebook

Build Relationships that Span Generations

Let your community know you’re in-the-know.

Pre-approved articles and insights about generations of investors you can download and share with fellow advisors, prospects, and clients.

Articles Relevant to Each Generation