The historical separation between insurance, financial services, and estate planning is rapidly dissolving. Today’s consumers demand a more holistic approach, seamlessly integrating legacy planning with investment and retirement income strategies.
A recent Trust & Will survey confirms this trend: 70% of clients surveyed believe financial professionals should offer estate planning services as a core service or an add-on. Crucially, 40% of clients stated they would switch to a financial professional offering these services from one that doesn’t, signaling a clear competitive advantage for professionals prioritizing comprehensive planning. ARTICLE