Unlocking The Hidden AUM Opportunity That Can Transform Your Client's Financial Future

In this episode of the Modern Financial Advisor Podcast, Lucas Siegel, CEO of Harbor Life Settlements shares how financial advisors can help their clients unlock assets that are lying dormant and unproductive in their life insurance policy. 

Lucas also shares the simple question to ask your client about their life insurance policy to help them make the best financial decision for their future.

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Disclosure
The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this podcast is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The statements contained herein are based upon the opinions of third-party sources. Information obtained from third party sources is believed to be reliable but not guaranteed. All opinions and views constitute the judgments of the author(s) as of the date of recording and are subject to change at any time without notice. 

Resources Related to this Episode:
Below is a list of resources mentioned in this episode or related to the topics we discussed: 

• How Financial Advisors Can Tap Into The Last Segment Of The Household Balance Sheet - If you missed our previous episode with David Wieland from Realized, give it a listen or watch. We discussed several of the same principles of expanding the asset pool that financial advisors serve for their clients.
• My Policy Predictor - As Lucas mentioned during the show, the team at Harbor Life created an easy to use tool for financial advisors to leverage to run quick scenario analysis for your clients on whether a life settlement makes sense for their financial situation. 
• Solving The Three Biggest Problems Facing Financial Advisors - Sometimes, expanding your business is more about expanding your capabilities than it is about expanding your product offerings.