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Adam Holt, CEO and founding father of Asset-Map Holdings, shared key insights on the $83 trillion generational wealth switch throughout Nitrogen’s 2024 Fearless Investing Summit. He careworn the significance of participating each growing old purchasers and their heirs by way of methods like household conferences and complete monetary planning. Holt highlighted vital gaps in life insurance coverage and long-term care protection, urging advisors to handle these areas proactively. He additionally mentioned how AI is shaping consumer expectations, emphasizing the necessity for advisors to ship sooner, extra customized monetary recommendation.
