Episode 94
Unlocking The Hidden AUM Opportunity That Can Transform Your Client's Financial Future
Modern Financial Advisor · Truelytics by Envestnet
May 25, 202346m 57s
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Show Notes
Lucas Siegel, CEO of Harbor Life Settlements joins Mike Langford to share 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.