Clients rely on trusted professionals to provide objective guidance and recommendations. Many times you are required to make decisions that are in your clients' best interests during an emotional time in their life. We understand the importance of serving your clients, protecting your reputation, and growing the assets of all parties.
Prior to a regulated and transparent Secondary Market, there were limited options when determining how to value, transfer, or exit a client's life insurance policy. The Institutional Secondary Market has shifted that paradigm and changed the conversations with clients. More advantageous options may exist to not only protect the wealth of a client, but to grow it beyond one generation. By simply integrating the SMV®, secondary market valuation, into your practice, opportunities to generate significant and short-term liquidity may become possible. Our job as Secondary Market Specialists is to provide peace of mind so that advisor and their clients can make their own decisions about what is best for their future.
get a secondary opinion® of the potential value of your client’s policy. Click the link below.