How to plan for the Great Wealth Transfer
New research reveals millennials and surviving spouses are expected to take control of the bulk of the assets changing hands. How should financial advisors get ready?
Preparing for the Great Wealth Transfer
Equitable president Nick Lane discusses why it's critical that financial advisors understand the needs of investors positioned to inherit this wealth.
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1Source: https://equitable.com/about-us/financial-strength-ratings
2 In terms of sales. This information is based solely on and up to year-end 2023 total sales. This ranking does not reflect or account for investment performance, product quality or other criteria. Source: Secure Retirement Institute U.S. Individual Annuities Sales Survey, 2024.
3 Source: Alliance for Lifetime Income
Annuities are long-term financial products designed for retirement purposes. Variable investment options within variable annuities are subject to fluctuation in value and market risk, including the possibility of loss of principal. In addition, annuity policies have limitations and a charge for withdrawals in the policy's early years. For costs and complete details, contact the Equitable Individual Retirement or the Group Retirement Sales Desks.
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