The $50 billion - $100 billion of life insurance forfeited each year by older HNW policy owners represents a more substantial and actionable opportunity for liquidity than most wealth advisors are aware. |
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To a universe of high quality institutional buyers in a regulated, liquid market, those policies are worth as much as 60% of face value - and a significant premium to surrender value - representing a consequential windfall to your clients and a meaningful service win and AUM growth for you.
The only thing that your clients - 63% of whom own a policy and 90% of whom will lapse them - need to capitalize on the opportunity is for you to make them aware. |
We do the rest.
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