Blog - The Modern Financial Advisor

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

Written by Mike Langford | May 25, 2023

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.

Subscribe to the Podcast! The Modern Financial Advisor Podcast is available on Apple PodcastsSpotifyGoogle PodcastsAlexaTuneIn, or if you prefer video you can find it on YouTube.

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: 

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.