Tax-efficient wealth transfer strategies can help maximize clients’ legacies. But preparing clients, their spouses and beneficiaries is equally important to ensure a smooth transition. When you consider both, you can approach wealth transfer planning more effectively and strengthen client continuity.
Strengthen continuity during key moments
Wealth transfer introduces key moments where client relationships can shift. Helping everyone prepare before the transition gives you an opportunity to continue relationships across generations and create more consistent outcomes over time.
Explore a more intentional approach
Protective research highlights where in the wealth transfer process relationships can be gained or lost, along with preparation strategies to help improve efficiency and continuity. Get the full insights in the Great Wealth Transfer white paper.
Who is a good fit for wealth transfer?
Clients who have substantial wealth and are not concerned about how they’ll provide for retirement may be good candidates for a wealth transfer strategy. Since their goals may be centered on providing for their beneficiaries long term, they are likely to:
- Not need their IRAs for retirement income
- Have a greater interest in transferring assets
- Want to provide lifetime income for heirs
Other related topics
Legacy planning to protect what clients pass on
Charitable giving that extends clients’ legacies
Protect what matters most with a secure estate plan
We’re here for you
We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.
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