A New Category Of Fee-Based Insurance For A New Approach To Holistic Planning
July 9, 2019 by CRAIG HAWLEY
June 28th is National Insurance Awareness Day. As the day draws near, consider the ways a new category of fee-based insurance—expressly re-engineered to fit the way RIAs and fee-based advisors work—can help you offer clients a new approach to holistic financial planning. Whether they are saving for retirement, generating retirement income or making plans to leave an enduring legacy, fee-based insurance can help you provide unbiased advice in your clients’ best interest across all three stages of their financial lifecycle.
Likewise, protecting assets are one of investors’ top three concerns year over year, according to our annual “Advisor Authority” study of more than 1,600 RIAs, fee-based advisors and individual investors. So as the bull market winds down, and concerns about volatility and a potential bear market are on the rise, fee-based insurance may help you create the “safe haven” that your clients seek.