A great service win
for your practice.
And a windfall for your client.
It's true, everyone wins.
Clients
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.
Advisors
Growth
Transaction proceeds are often entrusted to the advisor which is an organic source of AUM growth.
Service Win
Differentiated service wins are foundational to the success of elite advisors.
Relationship
Inquiring about unwanted
insurance provides an
easy introduction to trust
building conversations.
Fiduciaries serving fiduciaries.
Discover why elite wealth managers, RIAs, and multi-family offices work exclusively with 1908 Advisors.
My clients aren’t in the habit of leaving money on the table—why on earth wouldn’t I talk with them about selling a policy that they no longer need?
Advisor, $25B multi-family office
