The Future of Wealth

Recent market data and studies show a remarkable transition of wealth taking place, with women set to control $30 trillion in U.S. assets by 2030¹, up from the current $10 trillion.

This surge represents a game-changing opportunity for financial professionals like you. That’s why we surveyed hundreds of consumers and financial professionals to bring you actionable insights into women and wealth over the coming weeks and months.

Watch this recording from a recent webinar hosted by Lori Seaton, Head of Market Enablement, to learn more about potential business opportunities for women, ways to help meet different client needs, and unique insights into female consumers. 

We’re preparing a new set of resources to help you put those insights into action — from a consumer values flyer to practical strategies, client touchpoints, and a full whitepaper. 

North American will help you navigate this evolving market by providing:

• A better understanding of the Great Wealth Transfer and the opportunities it might present for your business
• Insights into how and where women are seeking financial advice and the topics that interest them most
• Conversation starters to engage prospects and current clients