We are experiencing the greatest wealth shift in US history. In the coming decades, 10% of the total US wealth will be changing hands every five years. Baby Boomers’ heirs are expected to inherit $70 to $90 trillion in assets — and you can expect to capitalize on those opportunities, with a strategic program that deepens existing client relationships, and creates connections to their kids and grandkids. This implementation guide helps you take a proactive approach to intergenerational asset retention. It’s your step-by-step blueprint for building a bridge to tomorrow’s inheritors — gen-x, next gen, and beyond.

Successful wealth transfers begin with preparing children for their financial futures. A recent study shows that 65% of investors are depending on their advisor for the financial education of their children and grandchildren. You can answer that need immediately with five proprietary web sites linked to yours.

Create a link to clients present and future

• Cents1.0 gives kids ages 5 and over practical, real-life skills, along with puzzles, games, coloring pages other fun-ancial stuff.
• Cents2.0 is teen-centric, covering topics like buying a first car, the ins and outs (and costs) of higher ed, and handling credit.
• Cents3.0 focuses on next gen, and is packed with pointers on the home mortgage process, controlling debt, affording tuition, and preparing for retirement.
• Cents4.0 designed for adults in their prime earning years, covers such topics as protecting personal information, insurance and whether to loan or lease a car.
• Cents5.0 is where today’s seniors can turn to learn how to master medicare, when to take social security, increase their income in retirement and more.

A personal message about your practice will appear on each site, and can be customized as you wish. All content is continuously refreshed by our creative team and maintained by our webmaster, so you’re ensured of providing relevant, value-added resources with no extra burden on you.