Women are expected to control $34 trillion in U.S. assets by 2030.
Understanding their needs, motivations, and financial challenges can help you build lasting relationships and grow your business.
Get the insights and tools you need to serve them better.
Advisors often ask:
Understand
What advisors need to know about women and wealth
What advisors need to know about women and wealth
Women have been playing a growing role in financial decision-making, yet they face unique challenges as they prepare for retirement. Many prioritize financial security, longevity planning, and a sustainable approach to retirement.
Understand the trends, behaviors, and opportunities shaping women and wealth today.
Women and wealth: The next chapter
Research exploring women’s retirement priorities, financial risks, and the growing wealth opportunity for advisors.
Additional resources
The emotional side of investing (38893Z)
‘Breaking Barriers’ webinar feat. Founder of Purse Strings, Dr. Barb Provost
Connect
Build trust and show up authentically
Build trust and show up authentically
Relationships play an essential role in how women assess financial guidance.
These resources are designed to help you build trust through authenticity, empathy, and meaningful conversations.
Women and wealth presentation
A ready-to-use presentation designed to help you start meaningful conversations with female clients.
Additional resources
How to keep women as clients for the long haul
Engage
Support clients at every stage of life
Support clients at every stage of life
Financial needs evolve over time. From career milestones to retirement planning, you can offer meaningful guidance at every key moment. These tools help you stay connected and support clients through life’s transitions.
‘Help her own her future’ product guide
A strategy built for her – with your help.
Additional resources
Time for a financial tune-up? (39275Z)
Time for a financial tune-up? - Spanish (39275Z-SPA)
The impact of working with an advisor (38865Z)
Empower brings together insights and resources to help consumers better understand financial topics and feel more confident in the conversations that shape their financial future.
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR CONSUMER SOLICITATION PURPOSES
Spanish language materials are not available in Idaho and Oregon.
Insurance products are issued by, and product guarantees are solely the responsibility of, North American Company for Life and Health Insurance®, West Des Moines, Iowa. Product and features/options may not be available in all states or appropriate for all clients. See product materials and state availability chart for further details, specific features/options, and limitations by product and state.
Massive Wealth Transfer Will Give Women $34 Trillion by 2030.” Financial Advisor, 9 Dec. 2024. View article
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