Learning objectives
By the end of this report, you’ll be able to:
- Understand the impact of longevity on legacy and intergenerational support
- Learn about the importance of timing on legacy, and how emotion is key in decision making
- Consider with clients how they can protect their own futures while supporting their loved ones in moments that have the most impact
- Discuss how the conversation needs to shift from wealth transfer advice to family advice and whole life/whole family planning
- Change the conversations you have with clients to a more holistic approach