video1.0<iframe src="https://www.loom.com/embed/1cfff0ff2cd34c3887316c6bd6b0a555" frameborder="0" width="1292" height="969" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9691292Loomhttps://www.loom.com9691292https://cdn.loom.com/sessions/thumbnails/1cfff0ff2cd34c3887316c6bd6b0a555-2b2c90f34249e423.gif3541.117In this video, I share my first experience in Mexico with Wealth.com and discuss the impressive digital solutions they offer for estate planning. I highlight the importance of understanding generational shifts in wealth and how advisors can better serve their clients. I encourage everyone to come prepared with questions for the demo and to engage actively during the session. Please make sure to review the materials I’ll be sharing afterward.