Discover how to support your clients and their families through key wealth transfer stages.
This page is designed to help you address these challenges by exploring the significance of wealth transfer and provide you with strategies, tactics, resources and tools to successfully navigate this transition.
Wealth transfer sometimes occurs during a time of great vulnerability, such as the loss of a loved one. iA offers beneficiaries of insured clients free access to Empathy, a service that provides compassionate, practical support to guide them through each stage of the grieving process. Discover this service designed to strengthen your relationship with beneficiaries and better support them in the event of a death or when filing a claim.
We have curated a list of essential marketing tools to support you in the wealth transfer process.