How to Engage and Guide Your Clients’ Beneficiaries

Are You Prepared?

Studies show that the majority of children leave their parent’s financial advisors upon receiving an inheritance.

Keeping a client can be up to 25 times less expensive than acquiring a new one1

A transfer of wealth can be a challenge for advisors who are trying to build their book of business. There are practical and genuine ways in which you can engage the next generation and show your value as a trusted advisor, however. With your help, they’ll be able to realize the same benefits as their loved ones did before them.

Use our Building Relationships With the Next Generation infographic for quick and easy tips to engage and build trust with the children and family members of your clients. Simply click the button to view now.

CLICK HERE TO GET YOUR INFOGRAPHIC

Source 1: https://hbr.org/2014/10/the-value-of-keeping-the-right-customers


CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life Insurance Company. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution.
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