While average financial advisors have all but given up on succeeding in 2020, astute advisors like you know that the sky is the limit when it comes to gathering Assets Under Management (AUM) during the remainder of the year.
While the COVID-19 pandemic has negatively impacted America’s financial markets as it has upset many of America’s businesses, it has also provided us with tremendous opportunity. Ironically, John F. Kennedy once said “When written in Chinese, the word ‘crisis’ is composed of two characters. One represents danger and the other represents opportunity.”
Opportunity may be found in life settlements. What better way to show your clients that you care than by offering them no cost, qualified life insurance policy appraisals? Providing qualified policy appraisals provides clients peace of mind when they discover that these hidden assets often have much more value than most people realize.
This may be a huge boon for financially distressed clients as well as for clients looking to make the most out of their investment portfolios. Life settlements create liquidity and the opportunity for you to increase AUM.
With a simple client check-up, you let them know that you care. By offering qualified policy appraisals you differentiate yourself from your competition by displaying your financial acumen and providing value. It’s a no cost way to cement your client relationships and build your business brand.
Policy appraisals are a safe and secure way to provide clients with a better understanding of the total value of their assets. Life settlements provide opportunities for clients to gain liquidity and flexibility to meet their financial goals.
Give us a call and we will help you stand apart from your competition by providing no cost policy appraisals to you and your clients. We can also refer you to experts to guide your clients when they want to convert their policies into cash that may turn into AUM for you. The best part is that you can earn substantial referral fees on the conversion regardless of what your clients do with their newfound cash.