Over 66% of beneficiaries fire their parents’ advisor upon inheriting wealth.

Don't be a part of that statistic.

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With $68 trillion, transferring hands over the next 25 years, there is a long-term opportunity for advisors. However, are advisors building relationships with the inheriting generation to ensure that these beneficiaries will stay with them? Article after article shows that 66% of beneficiaries fire their parents’ advisor immediately upon inheriting wealth. 

Why exactly is this? What can we do as advisors to prevent it from happening to us?

Join us on Tuesday, January 12th at 12:00 pm EST to learn more about this long-term risk to your business and how the Beneficiary Liquidity Plan™ can help you overcome it.

Topics covered in this seminar include:

  • The role of the death claims process in driving beneficiaries away 
  • Fostering relationships with the inheriting generation
  • Taking advantage of the current environment to talk to clients about their final plans
  • Avoiding shorter-term threats by monetizing your existing relationships, now
  • Completing transactions remotely/virtually
  • A turnkey process for generating more revenue



The Alternative Group

Phil is the driving force behind the development and innovation at The Alternative Group. His vision was and is to develop a product platform that does not disturb an advisor’s current IMO, broker-dealer or RIA relationships while creating unique opportunities that solve important client needs.  Phil brings more than 20 years of financial services experience designing and distributing products through advisors and over his career has lead the efforts of over $22 Billion in insurance, investment and annuity sales.  He has been a partner in a large IMO, a broker-dealer and a RIA which gives him unique insight and crossover experience.  Phil holds his insurance license as well as his series 7,63, 24 and 66 licenses.

Franklin Planning

Carol Schmidlin has been practicing financial planning since 1993 and is passionate about helping families with all phases of wealth management. 

Carol holds the Master Registered Financial Consulting Designation (MRFC®) from the International Association of Registered Financial Consultants & is a member of Ed Slott's Master Elite IRA Advisor Group. She regularly provides a variety of benefit and retirement classes throughout the country and has appeared on NBC, CBS, ABC, and FOX affiliates across the country and has also been featured in articles on over 350 websites including CNBC, MSN Money, New Jersey Online (NJ.com), Reuters, MarketWatch and Yahoo Finance.