by Agent & Advisor | Apr 15, 2026 | Accumulation & Retirement Income, Industry News, Wealth
Those in the financial services industry have heard about The Great Wealth Transfer constantly over the last few years. Many financial professionals assume this massive, generational shift will be focused only on the Baby Boomer client base. But new data reveals that...
by Agent & Advisor | Mar 18, 2026 | A&A, Accumulation & Retirement Income, Health, Industry News, Protection/Income
The “Silver Tsunami” is more than just a demographic shift; it’s a powerful wave of change poised to redefine retirement in America. With an estimated 20% of the U.S. population expected to be 65 or older by 2030, the Baby Boomer generation is entering its golden...
by Agent & Advisor | Oct 1, 2025 | A&A, Accumulation & Retirement Income, Industry News, Wealth
From now until 2045, an estimated $124 trillion in assets is expected to change hands in the Great Wealth Transfer, primarily passing from Baby Boomers to younger. “The Great Wealth Transfer is no longer a distant forecast — it’s happening right now,” said Julian...
