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Generational Wealth Planning

An estimated $53 trillion in wealth will pass from Boomers to Gen X, Millennials, Gen Z, and charities. Assuring that wealth transfers efficiently, and in accordance with the express wishes of your client, requires they have a generational wealth plan in place. What if you could be part of the solution Boomers and their heirs are looking for to help them do this?

SOURCE: Cerulli Associates Wealth Management, as reported on NBC News, December 29, 2023

What if YOU could introduce your clients to an attorney-directed process to privately and affordably craft a generational wealth transfer plan?

What if this plan also provided added protections in the event of mental or physical infirmity, assuring a family member has access to needed care while protecting and preserving the family estate for future generations?

Would that be of interest to YOU?

Many successful financial professionals across the country are leading with estate planning. We've been working in this arena for more than four decades, and have a proven, turnkey system to help you implement estate planning, generational wealth transfer, and medical preparedness planning in your practice.

Over this time, we have assisted hundreds of families in assuring their wealth is efficiently, privately, and prudently passed to future generations through a national network of independent financial professionals and estate planning attorneys.

If you're interested in learning about joining this independent planning network, while maintaining your autonomy as a financial professional, submit your contact information below to request information.

We've been successfully equipping financial professionals to offer attorney-directed estate planning services since 1985.

NOTE: This affiliation is independent of any IMO, Carrier, Broker-Dealer, or RIA Relationship. We don't sell insurance or investment products. We only offer access to a national network of estate planning attorneys.

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