The Ainer & Fraker Professional Advisors’ Network is made up of professionals in the Insurance, Financial Planning, Money Management, Banking, Accounting, Finance, and Legal industries who want to increase the amount of estate planning revenue they generate from their client base.
Our goal is to provide each of our members with ideas and information that they can use to serve their clients’ estate planning needs, and to enhance their own bottom line as well.
Each week, we will publish a new podcast that will focus on Estate Planning Concepts or Techniques that you can use with your clients and prospective clients, as well as ways to grow your own practice.
The simple fact is that we are on the brink of one of the largest transfers of wealth in American history.
By some estimates, nearly $40 trillion will change hands by the middle of this century, representing the wealth of nearly 76 million baby boomers.
Combine that information with the fact that nearly two-thirds of all Americans die without a proper will or trust, and you can see that there is a vast, untapped market for estate planning services here in the Greater San Francisco Bay Area.