A great service win

for your practice.

And a windfall for your client.

Life settlement solutions for advisors
committed to the high standard
of fiduciary care.

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.

Need

Opportunity

Process

Experience

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

725 North Avenue
Atlanta, GA  30306

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​678.289.4808