Insurance Providers

Your continued success relies upon the ability of your professionals to intentionally engage clients in conversations beyond their insurance needs. While estate and tax planning are fundamental to efficient wealth transfer, planning for what happens after heirs receive inheritances is paramount to effective wealth transfer. Clients need help in enhancing the ability of their family to prosper and thrive for generations to come. Firms that embrace The Great Wealth Transfer® by delivering multigenerational wealth transfer advice and services will emerge as leaders in serving legacy families.

At the Institute for Preparing Heirs®, we offer workshops that take your advisors to the next level as the Trusted Family Advisor®. To find a workshop that’s right for your firm and your advisors, click here.

How well prepared is your firm to participate in The Great Wealth Transfer®? 

Find out now. Take our 10 question checklist.


Sign Up For Insights & Workshop Updates

You’ll receive a copy of our white paper, “Advice Beyond The Money: Preparing Families to Prosper & Thrive For Generations,” & our Client Family Tree tool for your next client meeting.