Women are expected to control $34 trillion in U.S. assets by 2030.
Advisors who understand their financial challenges and motivations will be better positioned to support them at every stage of their retirement journey.
Get the insights and tools you need to build lasting relationships and grow your business.
Advisors often ask:
Understand
What advisors need to know about women and wealth
What advisors need to know about women and wealth
Women are increasingly responsible for financial decision-making, yet many face unique challenges when preparing for retirement. Many women prioritize financial stability, longevity planning, and sustainable 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 (38892Y)
‘Breaking Barriers’ webinar feat. Founder of Purse Strings, Dr. Barb Provost
‘Women, wealth, and understanding’ article
Connect
Build trust and show up authentically
Build trust and show up authentically
Relationships play a critical role in how women evaluate financial guidance.
These resources can 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
Serve clients through every stage of life
Serve clients through every stage of life
Financial needs change as life evolves. From career milestones to retirement planning, you can provide valuable guidance during key moments.
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? (39269Y)
Time for a financial tune-up? - Spanish (39269Y-SPA)
The impact of working with an advisor (38864Y)
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, Midland National® Life Insurance Company, 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
40591YREV 4-22-26