Wealth Market Reports

Advising the Affluent Lesbian, Gay, Bisexual and Transgender Investors

LGBT investors have a very specific set of legal and financial needs and can generate significant revenues for financial service providers.  Advising the Affluent Lesbian, Gay, Bisexual and Transgender Investors is based on a survey of 1,000 affluent investors in the LGBT community. It spotlights their retirement and estate planning needs, financial product preferences, and service and advisor expectations. 
 

You'll learn:
 

  • Who the wealthy LGBT investor is consulting for estate planning assistance.
  • What expectations they have of their primary provider or advisor in light of the Supreme Court's recent decision and how it will impact their financial blueprint.
  • What is the wealthy LGBT investor's perception of leading financial providers?
  • What steps they or their advisor have taken to prepare for retirement.
  • What products and retirement solutions they are using. 

 

Other Reports You Might Be Interested In: 

Ethnic Segmentation Series - Advisor Relationships and Changing Advice Requirements

Financial Attitudes and Concerns - Mass Affluent

Client Loyalty Among Affluent Investors

Price: $24,000.00

Advising the Affluent Lesbian, Gay, Bisexual and Transgender Investors