BREW: Build Resiliency for Your Clients and Your Practice

There is a lot of uncertainty in the world today which can have a major effect on your clients behavior and their decisions regarding their overall portfolio – interest rates, market volatility, war throughout the globe, banking crisis, potential recession and the list could go on. It is our job as advisors to come up with the tools in which can put our clients in the best circumstances possible no matter the economic cycle. With that thought in mind we will discuss a diversification strategy that will not only provide piece of mind and comfort to your clients retirement income plan, but will also be a major tool which can help you:

• protect and build AUM
• diversify recurring revenue
• perpetuate business to the next generation of your clients

Please join the BREW with Geoff Murtha to find out how using whole life insurance as a diversification tool in your client’s overall portfolio can increase the likelihood of a successful retirement while at the same time enhancing the value of your overall practice!