Superannuation funds help members build wealth, which is cashed out upon death. This makes Funds ideal for initiating estate planning conversations, integrating death benefit nominations into the client’s broader wishes.
This holistic approach boosts member satisfaction, loyalty, and retention. Ensuring comprehensive estate planning coverage also connects with the next generation of potential Fund members.
Key Benefits:
Address Death Benefit Nomination Shortfall Risk.
Boost Member Satisfaction, Loyalty, and Retention.
Generate Revenue with Estate Planning Services.
Engage the Next Generation of Members.
At Inherit Australia, we believe super funds can play a key role in solving the estate planning gap of over 50%. Funds also have a moral obligation to their members and families to ensure the wealth created by members is distributed to the next generations according to their wishes.
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