The “perfect storm” for executors creates opportunities to grow your practice

The big wealth transfer isn’t coming; it’s already happening. Critical but misunderstood role key to the wealth transfer market

“Executors are the conduit to the testator and to the heirs. They are among the most trusted and influential people in the testators’ lives. So, engaging with the executors is crucially important in harnessing the wealth transfer opportunity.” “As soon as clients hear the word ‘executor,’ a light comes on and they’re suddenly engaged. A CEA designation will position the advisor at the core of the greatest transfer of wealth in Canada’s history.”

Mark O’Farrell, BA | CLU | CHFC | TEP | CEA President, the Canadian Institute of Certified Executor Advisors For more information on becoming a Certified Executor Advisor (CEA), visit or contact Mark O’Farrell directly at mofarrell@cice

Over the next 20 years, $1.5 trillion in assets will be transferred to the next generation. Popular wisdom tells us the wealth transfer will begin as the boomer generation (1947–1967) turns age 80. What many people don’t realize is that the surge in...

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