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At Nitrogen's 2024 Fearless Investing Summit, Morgan Christiansen, VP of Distribution at The Pinnacle Group, highlighted the critical intersection of insurance and wealth management. He addressed the industry's need to move beyond traditional approaches, emphasizing the value of incorporating insurance into comprehensive financial plans. By doing so, advisors can foster organic growth, enhance client retention, and prepare for the Great Wealth Transfer. Christiansen underscored the importance of engaging the next generation and ensuring they remain connected to their family’s financial plan, offering actionable insights for advisors aiming to protect and grow their clients’ legacies.
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