BluePrints to Black Wealth

Pathways to Generational Wealth: A Blueprint for Lasting Impact

Bridging the Wealth Gap Through Financial Education

This playbook offers a research‑backed framework for empowering historically underserved communities with the financial knowledge and tools needed for lasting wealth creation. It highlights the role of life insurance not just for protection or final expenses, but as a foundational asset for building generational income and covering long-term care needs—challenging common misconceptions and broadening horizons for strategic planning. By championing financial education and community collaboration, advisors can support new wealth-builders on their journey toward financial independence and equity.

Advisors Mobilized, Communities Empowered

Built on four core pillars—Commitment, Pathways, Mobilization, and Community—this blueprint highlights how advisors, community leaders, and institutions can work in tandem to close access gaps and deliver inclusive financial services.

Through targeted strategies, engagement tools, and culturally informed dialogue, advisors are equipped to foster meaningful relationships that leverage insurance and investment solutions as catalysts for sustained economic strength within Black communities.