Trends Report

It Pays To Improve Survivor And Beneficiary Experiences

June 9th, 2020

Summary

Smart financial services providers have already made a shift to delivering value to the true customer of estate services: the beneficiary. Between inheritances and life insurance payouts, about $0.5 trillion moves among family members every year in the US. Financial services firms need to stop thinking of the process as a transaction and see it instead as an opportunity to continue a relationship.

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