Opportunity is knocking! Over the next two decades, Baby Boomers will transfer trillions in assets to the next generation.
While 60% of benefactors plan to use life insurance for wealth transfer, only 17% say their financial professional has recommended it as a solution, according to LIMRA’s new Generational Wealth Transfer study1 — sponsored in part by EquiTrust.
Help close the gap
Are your clients ready for the Great Wealth Transfer? Join us to explore insights from the LIMRA study and discover how WealthMax Bonus Life® can help clients grow assets, access living benefits and leave a legacy.
Policy issued on Policy Form Series ICC19-ETL-IUL-2000(01-19) or ETL-IUL-2000(01-19). Riders issued on Form Series ICC11-ETL-ADBR(03-11); ICC17-ETL-FPW(01-17); ICC17-ETL-PBR(01-17); ETL-GWBR(12-23); and ICC19-ETL-MCSV(01-19). EquiTrust does not offer investment advice to any individual or agent/producer and this material should not be construed as investment advice. Products underwritten, issued and distributed by EquiTrust Life Insurance Company, West Des Moines, Iowa.