Over the past few decades, the financial advice industry has been on the march away from transactional, product-centered meetings where an agent sits across the table to sell you an insurance plan or the latest investment fad. In its place, the industry has increasingly prioritized people’s planning needs over product considerations.
At Northwestern Mutual, we’ve been on the cutting edge of this movement – delivering clients comprehensive financial plans to help them protect what they’ve already built while also creating future prosperity.
Staggering Wealth Transfer Coming
Over the next two decades, we will see the greatest wealth transfer in American history. It is predicted that Baby Boomers will shift a staggering $30 trillion in wealth, mostly to their family members.
Conversations That Go Beyond Financial Planning Strategies
Beyond coming together to discuss financial planning strategies and tactics, these conversations are also moments to reconnect with children on values, hopes, expectations and the financial acumen they need to be successful in the future.