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For high-net worth clients looking to transfer wealth, poor planning, volatile markets, and taxes can compromise a family legacy. Fortunately, the low-cost Investment-Only Variable Annuity (IOVA) Monument Advisor solves these problems for trusts and ensures a family legacy. More...
Jefferson National’s CEO Mitch Caplan explains why the most successful advisors this year will focus on tax-advantaged legacy planning solutions and how the “great wealth transfer” can be less taxing for clients in a recent LIFE&Health Advisor article.
JeffNat President Larry Greenberg is featured in an article from Life&Health Advisor Magazine that focuses on the topics of Legacy Planning and the Finance of Retirement. According to the article, the most successful RIAs and fee-based advisors are retooling their business to serve multiple generations. And legacy planning is becoming increasingly important.
Barron’s latest article on ‘estate planning challenges’ uses topline statistics from Jefferson National’s recent Advisor Authority survey to help explain how technology is changing the nature of financial advice. According to the survey, 19% of financial advisors use robo-advice to automate menial tasks like rebalancing portfolios which, in turn, frees up time and allows the advisor to tackle more complicated advising issues.
According to an article posted by InvestmentNews, “over the next 30 years, an epic $30 trillion will be passed down from baby boomers to Generation X to millennials.” However, surprising reports from a Corporate Insight survey suggest that only 20% of advisors are targeting these younger family members of their clients, putting themselves at high risk of losing their hard-earned assets and threatening the reputation of their business.
A LIFE&Health Magazine recent article sites new findings from the TIAA-CREF Advice Matters Survey that reflect the broad misconception among Americans that financial advice is strictly for the affluent. In reality, financial advice is beneficial to anyone who is working toward a specific financial goal.