Frequently Asked Questions:

Frequently Asked Questions:

 

Answers to Your Questions:

How are these resources best utilized?

 

Consider the research base your own Global Strategy Team.  Whether it be white papers, sector reviews, global market areas of interest or video-based reviews, this series of channels will provide your team an in-depth and wide-ranging view of the key ecomomic market drivers.  

 

This can be invaluable for a number of elements in the wealth management/preservation process.  It can help your group understand where risk lies - and where opportunity could be surprising.  If you agree that people make markets, then the most valuable data out there is where are the people - and where are they going.  

 

Your secure license to access all of the data permits your team to have a dashboard view of the global Demogronomics footprint.  

 

How does the video library annual update work?

 

The research tools provide you dynamic and market-leading research but it will inherently evolve for the next 30 years.  As such, these demographic shifts will impact markets in differing ways as those years unfold.  

 

Significant changes will unfold as the future arrives.  

 

For many, it will come as a "surprise" as population data drives shifting sectors and major portions of our economy.  On the other hand, the exclusive group of clients who utilize our resources will remain on the leading edge as the demographic events unfold.

 

We call this a "breadcrumb process" in that the annual updates help you walk along a solid path as you adhere to the growth opportunities and pockets of risk ahead.  

 

Will the number of licenses provided be limited?

 

Yes they will.  

 

Out of the thousands of institutional investors, family offices, pensions, endowments and asset managers in the marketplace, we will limit the licensing rights in order to provide competitive values and insights for private members.

 

I run a multi-client family office with many offices and branches.  Is there a volume licensing scale which can be accessed for all of my clients?

 

Yes, for multi-family office managers/advisory firms, we have a scaled licensing rate available.  

 

Please call our toll-free number to discuss in a confidential review or feel free to write us an email from our contact page and we will ring you for a private review of your needs.  

 

Ultimately, we believe your best results will arise as you use this membership portal to get market-leading information in the hands of both your current clients as well as future prospects.

 

We are confident investors have not seen this type of dynamic information presented and produced by award-winning production teams.  As such, your membership will bring you unique insights and research which can have a valuable impact on your decision-making, both today and in the years ahead.  

 

What are your cancellation policies for Members? 

All Members may cancel at any time by calling the office and receiving a cancellation code for confirmation.  A 90-day notice is required for all Premium Members and confirmation of abiding by all Terms and Conditions as well as all surviving Trademark and Copyright protections on all materials provided by the Member benefits and services portal, rights which will be defended to the fullest extent of the law.