Protect client best interests while growing your business
Gain actionable insights to help fuel growth for you and your advisors
Easily spot opportunities to generate revenue from inforce assets
Manage risk and grow revenue from one digital insurance platform
Current market volatility shows us why diversification is important not just for your clients, but also for your business. Thankfully, protection assets like life and annuities present a great opportunity for you to diversify.
Diversification. You talk about it, read about it, blog about it, tweet about it and maybe even Tik Tok about it. There’s no denying that diversification can serve your clients well.
Diversification comes in many forms – asset class, geographic, duration, taxation, and more. If it serves your clients so well, why aren’t you practicing what you preach in your business? Why is your income derived so heavily from AUM fees?
Sure, it’s great when portfolios are growing, but in a year like 2022, you feel the sting as your income takes a tumble. You’re living through exactly what you warn your clients about. What if there was a way to help you ease some of the down market AUM sting?
Life insurance may be a way to diversify your income in a way that may not be impacted by declining markets.
Download our latest white paper to learn more.
Don’t dismiss the idea of commission-based products – they provide an excellent pathway to diversify for your clients and your business.
We'd love for you to see the Power of Proformex in action.