A great service win
for your practice.
And a windfall for your client.
It's true, everyone wins.
Clients receive a substantial windfall from an asset most believed was a worthless liability.
Policies sell for 10%-60% of face value; from $250,000 to $100,000,000.
Transaction proceeds are often entrusted to the advisor which is an organic source of AUM growth.
Differentiated service wins are foundational to the success of elite advisors.
Inquiring about unwanted
insurance provides an
easy introduction to trust