Capturing the Inter-Generational Wealth Transfer: Trends and Case Studies

This white paper discusses the trends, products, services, and strategies for meeting financial needs during the intergenerational wealth transfer. Six credit unions that offer wealth management services are profiled. Reverse mortgages, market index-linked CDs, and 1031 exchanges are presented as options to consider for a wealth management portfolio.

This white paper is free for CUNA Council members.

This item is an Adobe PDF.