Family Office, Trusted Wealth Management firms and boutique Investment Advisors…

Family offices, trusted wealth management and boutique investment firms that cater to the high net worth client have a unique opportunity to enhance their clients' financial well-being and strengthen their practice by introducing our proprietary insurance strategy that can potentially double a client’s net worth by up to $250 million, with possibly no money out of pocket ever.* A strategy that has a 100% track record,** of which we’ve placed over $3 billion dollars in 2023 and on track to place over $6 billion in 2024.

Here’s how you can become a hero to your clients and grow your practice by leveraging this exclusive strategy:

* Each client's situation is unique. While this strategy often is able to leverage the clients balance sheet for acquisition and support of the strategy, there is financial, medical, and philosophical criteria which must be met. Not all clients will qualify. Certain designs may vary based on specific circumstances.

** In one instance, the client had to divest due to a conflict of interest arising from a board position he accepted after implementing the strategy.

Enhancing Client Value

and Loyalty

May help increase estate value with a high-value life insurance policy.
Potentially help generate tax-free retirement income, enhancing their financial security.
Transfer wealth tax-free to their heirs, preserving their legacy.

Strengthening Client Relationships and Trust

Clients look to their advisors for unique, effective strategies that align with their financial goals. By presenting this proprietary solution, you show a commitment to their long-term success and provide a cutting-edge tool for managing their wealth. This builds trust and positions you as a forward-thinking advisor dedicated to their financial well-being.

Growing Your AUM Practice

Attracting New Clients: The exclusivity of the strategy can serve as a powerful differentiator in a competitive market, attracting new clients who are seeking innovative financial solutions.
Expanding Existing Relationships: By offering this strategy to current clients, you can deepen your engagement and potentially increase their investment in your services.
Enhancing Client Retention: Providing a strategy that integrates seamlessly with clients' existing portfolios and advisors ensures that their investments remain under your management, enhancing client retention.

Collaborating Effectively

Custom Integration: We’ll work closely with you to tailor the strategy to your clients’ specific needs, ensuring that it complements their current financial plan without disrupting existing investment strategies.
Training and Support: We provide training and support to help you understand and communicate the benefits of this strategy effectively. Our team is available to assist with client presentations, modeling, and implementation.
Ongoing Partnership: Our goal is to build a long-term partnership with you, offering ongoing support and updates about the strategy to ensure you can continue to provide exceptional value to your clients.

Together, We Are Stronger

Always Do What's Right

By leveraging our proprietary insurance strategy, you can provide exceptional value to your clients—helping them significantly increase their estate sizes and secure tax-free retirement income—all without impacting their current investment strategies or your relationship with them. This not only solidifies your role as a trusted advisor but also positions your practice for substantial growth, potentially doubling its size over time.

This win-win approach benefits both your clients and your practice:

Clients receive enhanced wealth, tax advantages, and peace of mind knowing their financial legacy is secure.

You likely will gain increased assets under management, stronger client relationships, and a unique value proposition that differentiates you in the marketplace.

Next Steps

Let's explore how we can collaborate to integrate this strategy into advisor services:

Schedule a Consultation

We'll discuss the advisors practice's goals and how this strategy aligns with their clients' needs.

Customized Training

We provide training sessions to equip you with the knowledge to present and implement the strategy confidently.

Client Presentation Support

Private Wealth Strategic can assist in preparing personalized proposals and attending joint meetings to address any client questions.

By working together, we can help enhance your clients' financial futures and potentially accelerate the growth of an advisors practice.

Get in Touch

We would love to connect with you about your practice and potential support we can offer your clients. Please click the link below to schedule time today.

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