The way families prepare for retirement, wealth transfer, and caregiving is changing, creating new opportunities for financial professionals to deepen relationships across generations. Join us Thursday, October 15, from 12:00 to 1:00 p.m. Eastern for NAIFA Live, featuring Carroll S. Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI, LACP, Executive Director of the NAIFA Knowledge Centers, as she explores the “Three Great Transfers” reshaping the financial planning landscape.
Golden will examine the Great Wealth Transfer, the Great Stuff Transfer, and the Great Responsibility Transfer and how each can open the door to important conversations with clients and their families. From life insurance, annuities, and beneficiary planning to downsizing, healthcare, Medicare, long-term care, and caregiving, the session will show how financial professionals can connect these changing needs to a more comprehensive approach to planning.
Attendees will learn strategies for starting conversations about care without leading with a product, connecting protection solutions to each client’s individual story, and building stronger multigenerational relationships. Golden will also discuss how AI can support preparation while highlighting the areas where a financial professional’s personal guidance and trust remain essential, as well as how Longevity Literacy Gatherings™ can help create new opportunities for client engagement and business growth.