A Generation at Risk - Young Professionals in the 21st Century - Lionel Lee, Chubb
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When: Anytime
Where: Webinar
United States
Presenter: Lionel Lee, Chubb
Contact: Dee Farris

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Advisers have an enormous opportunity to focus on a group that constitutes approximately one-sixth of all Americans: the 53 million born between 1981 and 1992. Of this cohort, nearly 15 million have incomes of more than $100,000 per year. Many of these individuals, however, are not adequately protecting their present and future wealth from mitigatable risks.

As the baby boomers die off, these young professionals will also become the largest cohort in the population. Thus, advisers must seek their trust, not to just increase their business now, but to have a client base in the future. This presentation explains advisers’ opportunities to provide emerging wealthy professionals with the counsel, risk management advice and insurance instruction they need to protect their present or future wealth.

The major themes of the course are:
• Demographics of this Young Professional Cohort
• The Young Professionals’ Attitude Towards Risk
• Insurance Exposures that Can Lead to Wealth At Risk
• The Cohort’s Approach to Finances and Financial Planning
• How to Gain this Cohort’s Trust and Business

Who Should Attend: Wealth Managers and Advisors, Estate Planning Professionals, CPAs, Family Office Professionals, Advisors Seeking Information

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