In this Education Hub video, ifa is joined by Felipe Araujo, chief executive of Generation Life, to discuss the strategic shift from wealth accumulation to wealth preservation and transfer. Felipe explains how the estimated intergenerational wealth transfer of $3.5 trillion over the next 20 years presents financial advisers with a unique opportunity to reshape how families preserve and pass on their wealth. He also explores how to proactively engage clients across generations, address structural and family challenges, and leverage tools like investment bonds to ensure a smooth and tax-effective transfer of assets.
Product Spotlight: The future of life insurance with Acenda
In this instalment of the ifa Product Spotlight, Gerard Kerr, chief executive of individual business at Acenda, and Kris Mason,...
