Is Your Agency Ready for the Great Wealth Transfer?
Before baby boomers leave record-breaking levels of wealth to their heirs over the next two decades, agencies should start considering how to court the next generation of clients.

Before baby boomers leave record-breaking levels of wealth to their heirs over the next two decades, agencies should start considering how to court the next generation of clients.
Whether it’s reevaluating tried-and-true policies or exploring new lines, agents have several opportunities to expand this summer.