5 Secrets for Reaching Affluent 'Legacy Leavers'

By Allison Bell

Analysis July 17, 2024 at 03:32 PM

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What You Need To Know

Analysts from Cogent Syndicated divided participants in an affluent investor survey into four segments.
They found that just one segment is interested both in giving to charity and in leaving money for loved ones.
Some of those people are expecting to inherit more assets soon.

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