Inheritance and windfalls
Get information for having conversations with your clients if they have received a windfall.
What should you talk about when it comes to windfalls?
Often an area that can’t be planned for, whether it’s receiving an inheritance, bonus or winning the lottery. In this section you’ll find some of the ways to help your clients if they have come into money.
Insight from our experts on specific generational needs, as well as the principal life events that drive intergenerational needs, helping you open up new conversations.