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As baby boomers begin passing massive wealth to younger
generations, an unprecedented opportunity exists for financial
advisors who know how to seize it. At a time and place
that’s convenient for you, watch
The $84 Trillion Sales Opportunity,
part of our “Train With the Black Belt Leader”
series. You’ll learn:
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Why many of those who will be inheriting these
assets plan to fire their parents’ financial advisors.
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How you can adapt to different generations’ needs.
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How to become an invaluable resource for younger
generations—and seize this remarkable opportunity.
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The $84 Trillion Sales Opportunity
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DURATION: 24 Minutes
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HOSTED BY: |
| John Terry |
Special Projects Sales Director,
Legacy Marketing Group® |
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With story-telling skills, insights, tips, tools, and resources,
our own black belt, John Terry, helps Producers
better engage with clients and prospects—and create
conversations that lead to sales.
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Watch on-demand recordings of other
Black Belt Leader webinars:
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QUESTIONS?
Call Legacy’s Marketing Field Support Team
at 800‑395‑1053, Ext. 4002.
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Legacy Marketing Group and its authorized representatives do not give legal or tax advice. This ad simply reflects our understanding of the
tax rules and regulations in effect at the time of publication. Clients should consult their personal tax advisor regarding annuity taxation as it
applies to them.
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FOR AGENT USE ONLY. NOT FOR USE WITH CONSUMERS. |
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