Phrases with «wealth transfer»

"Wealth transfer" refers to the process of transferring assets, such as money, property, or investments, from one person or entity to another. It usually involves passing on wealth from one generation to the next, often through inheritance or gifts. Full definition

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Sentences with «wealth transfer»

  • A client once told me that he thought this was the biggest wealth transfer from retail investors to professional investors in history. (mauldineconomics.com)
  • The main benefit of wealth transfer life insurance is to leverage funds to create an estate that can provide for survivors or to leave something to charity. (libertybankerslife.com)
  • Other times they are used for wealth transfer strategies, funeral trusts, charitable giving and future asset growth. (ohioinsureplan.com)
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