Jefferson National’s President, Larry Greenberg was featured in the January issue of LifeHealthPro's Retirement Advisor Magazine for his article entitled “Inheriting heirs will secure your firm’s future.” Mr. Greenberg discusses what's become known as the 'Great Wealth Transfer.

Mr. Greenberg notes that the 'Great Wealth Transfer' has already started — and is on pace to accelerate. For many financial advisors, it will be a business building opportunity, particularly as generations shift and wealth changes hands.

He urges advisors to be proactive instead of waiting for clients to bring up their concerns about wealth transfer. With many studies showing that up to 90 percent of heirs fire their spouses’ or parents’ financial advisor after they receive an inheritance, it’s important to take action.

Access the full article, here.

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Legacy Planning

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Legacy Planning

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