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ADVISOR EDUCATION
The next generation of wealth transfer
Offer an action plan for passing on what matters most
A successful transfer of wealth requires intention and a sound process.
Nuveen’s clear, repeatable framework for wealth transfer enables you to offer highly personalized guidance at a scale that’s manageable for you and for clients.
- Articulate the value of wealth transfer planning
- Accompany each client on a personalized path to wealth transfer planning
- Offer tips, insight, and guidance to help clients take action
To learn more about our wealth transfer framework, please contact your Nuveen Advisor Consultant.
Featured advisor education insights
Wealth education client guide
An age-based approach for instilling sound wealth stewardship overtime.
The next generation of wealth transfer overview
Learn how this program drives client conversations.
The next generation of wealth transfer client guide
This interactive workbook is designed to be a road map for you and your clients as you guide them through the process of wealth transfer planning.
Donor-advised funds client guide
A flexible tool that supports family giving, joint decision-making and wealth education.
Now is the time to revisit estate tax planning paper
The law that increased the estate tax exclusion is set to expire at the end of next year.
Additional advisor education resources
Learn to capture and retain wealth-transfer assets with Nuveen’s Generation n educational program.
Offer clients valuable tax guidance and advice.
Align the services you offer with the priorities of your clients and prospects.
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