Preparing for the Great Wealth Transfer [Video]

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Adam Holt, CEO and founder of Asset-Map Holdings, shared key insights on the $83 trillion generational wealth transfer during Nitrogen’s 2024 Fearless Investing Summit. He stressed the importance of engaging both aging clients and their heirs through strategies like family meetings and comprehensive financial planning. Holt highlighted significant gaps in life insurance and long-term care coverage, urging advisors to address these areas proactively. He also discussed how AI is shaping client expectations, emphasizing the need for advisors to deliver faster, more personalized financial advice.