Are you meeting their unspoken needs?
77% of financially successful families want P&C support from their financial advisor but only 28% are getting it. Source: Oliver Wyman, 2018 report The Overlooked Gap in Financial Advice
Is this a hot opportunity for your firm?
At Influential Lifestyle Insurance, we help you create more value while adding a powerful differentiator to your firm.
Our Influential Ally Plan™
- Guides your qualified clients through our Influential Confidence Process™.
- Gives you access to their Personal Risk Dossier™.
- Invites you to collaborate in the design of their insurance program.
- Improves client satisfaction by providing an enhanced level of asset protection.
- Gives you access to their Client Portal and dedicated Lifestyle Risk Advisor™.
We understand your desire to create a transformational experience for your clients. To you, it’s not a transaction; it’s a noble calling to help them win in life.
Just imagine how incorporating Lifestyle Risk Management™ to your approach can deliver more value to your best clients, earn more of their business, and win introductions to people within their influence.