3 days ago
Deliver Asset Protection Planning to Your Wealthy Clients – Episode 46
For high-net-worth clients, asset protection is a strategic pillar of a smart wealth management plan. Indeed, the affluent have told us time and time again that one of their most important financial concerns is protecting the wealth and legacy that they’re built.
Trouble is, financial advisors often don’t possess the deep expertise needed to create rock-solid asset protection plans. What’s more, they may not know where to go to access that expertise. The result: Affluent clients end up with too few asset protection safeguards in place—or, worse, none at all.
The good news is that you can build strategic relationships with asset protection specialists and deliver tremendous value to your wealthy clients and their families. Here are some tips and action steps courtesy of Joe Weiss, a leading asset protection specialist with expertise and property casualty, commercial and business insurance.