Sponsored by Thrivent Mutual Funds
Nearly 45 million U.S. households are expected to transfer about $68 trillion to their children and charities over the next quarter century, according to a recent study by Cerulli Associates.
While the assets of the Millennial and Gen-X generations are relatively small now, in the years ahead they will hold trillions of dollars in assets. That’s why it’s vital to develop a strategy to reach out to the parents, children and grandchildren of your current customers to build relationships that span generations.
Investing in a mutual fund involves risks, including the possible loss of principal. The prospectus and summary prospectus contain more complete information on the investment objectives, risks, charges and expenses of the fund, and other information, which investors should read and consider carefully before investing. Prospectuses are available at ThriventFunds.com or by calling 1-800-847-4836.