Understanding what drives decisions for high-net-worth individuals
Wealthy client decisions are often based on more than just investment performance, product features, and projected returns. Many wealthy clients want to protect what they have built. They want to reduce the risk of major losses, support their families, and leave a legacy. Advisors like you, who understand these goals, can have more meaningful conversations with clients.
Equitable’s new article, The wealthy life insurance mindset, authored by Bryan McNulty LL.B., BBA (Head of Tax and Estate Planning at Equitable), explores how wealthy clients tend to think about risk, wealth, and financial security. The article also provides practical ideas to help advisors ask better questions, understand client concerns, and make recommendations that reflect client needs.
Whether you're discussing estate planning, wealth transfer, or permanent life insurance, these insights can help you put together solutions that align with clients’ long-term goals.
Equitable’s new article, The wealthy life insurance mindset, authored by Bryan McNulty LL.B., BBA (Head of Tax and Estate Planning at Equitable), explores how wealthy clients tend to think about risk, wealth, and financial security. The article also provides practical ideas to help advisors ask better questions, understand client concerns, and make recommendations that reflect client needs.
Whether you're discussing estate planning, wealth transfer, or permanent life insurance, these insights can help you put together solutions that align with clients’ long-term goals.