Protective Life research flags client-retention risk as wealth shifts to heirs

• Protective Life, a US unit of Daiichi Life Group, released research on adviser retention risks during the Great Wealth Transfer.
• Study flagged two vulnerability points: death of the more financially engaged spouse, then asset transfers to heirs.
• 77% of future inheritors already use a financial professional; 6% use the same professional as the expected bequestor.
• Survey covered 1,008 future inheritors, 1,018 future bequestors, 500 financial professionals; included interviews.
• Protective issued a whitepaper outlining steps to improve multigenerational continuity, including earlier engagement with spouses and adult children.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Daiichi Life Group Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 202609220900BIZWIRE_USPR_____20260922_BW782176) on September 22, 2026, and is solely responsible for the information contained therein.