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At Nitrogen’s 2024 Fearless Investing Summit, Morgan Christiansen, VP of Distribution at The Pinnacle Group, highlighted the vital intersection of insurance coverage and wealth administration. He addressed the trade’s want to maneuver past conventional approaches, emphasizing the worth of incorporating insurance coverage into complete monetary plans. By doing so, advisors can foster natural development, improve shopper retention, and put together for the Nice Wealth Switch. Christiansen underscored the significance of participating the following era and guaranteeing they continue to be linked to their household’s monetary plan, providing actionable insights for advisors aiming to guard and develop their shoppers’ legacies.
