Earlier this year, Zurich conducted a series Intergenerational Advice Masterclasses for advisers. This series was designed to provide advisers with deep research, practical solutions and a process to address the challenge of becoming the trusted family adviser.
In sharing some of the dialogue from these Masterclasses, Zurich is seeking to assist advisers deliver an increase in the number of Australians seeking financial advice, by tapping into what it refers to as the most powerful institution on which an adviser can have a positive influence – the family.
The first two in a series of four brief videos dealing with different aspects of delivering intergenerational advice appear below. Parts 3 and 4 in this series, all of which feature Zurich’s Head of Sales Strategies and Research, Andy Marshall, will be presented in the next edition of riskinfo eMagazine in December…
The Challenge and the Estate Planning Solution
Generation X and Y