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Client Life Events
Asset Transfer and Legacy Planning
As you prepare for the greatest wealth transfer in history, deepening client relationships across generations will be essential to the long-term health of your business. Discover insights on family dynamics and a tool to help you develop a strategy for key clients.
Market Outlooks
Preparing Clients for Market Declines
This paper from American Funds analyzes the length and severity of past market drops in order to assist conversations with clients about market volatility.