Episode 53: The Great Wealth Transfer: Insights with Adrienne Penta

About this episode

Adrienne Penta shares insights on navigating the $70 trillion wealth transfer and effective financial planning for multi-generational families.

Tune in to this month's episode of Hancock Talks, where we’re joined by Adrienne Penta, a nationally recognized expert in estate planning, family governance and multigenerational wealth education. Adrienne shares essential insights to help you guide your clients through the anticipated $70 trillion wealth transfer to the next generation. You’ll learn how to: Guide multi-generational families effectively: Learn why it’s crucial to focus on both the “how” and the “why” of financial education and planning. Engage women in the financial-planning process: Discover how to move beyond outdated narratives and gain practical tips to reshape your client conversations. Stay ahead in the ever-evolving life insurance landscape: Ensure you’re positioned as a key financial representative during the “Great Wealth Transfer.” Listen now to understand how these insights can transform your approach to wealth transfer and client engagement. INTENDED FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR USE WITH THE GENERAL PUBLIC. Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New…

People in this episode

Host: John Hancock Insurance

Guest: Adrienne Penta

Topics covered

• wealth transfer
• estate planning
• financial education
• multigenerational wealth
• client engagement
• life insurance

Keywords

• wealth transfer
• financial planning
• estate planning
• multigenerational wealth
• client engagement
• life insurance
• financial education
• women in finance

Mentioned in this episode

Organizations: John Hancock Insurance, John Hancock Life Insurance Company (U.S.A.), John Hancock Life Insurance Company of New York

Places: Boston, MA, Valhalla, NY

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