The wealth management industry in recent years has become increasingly competitive and commoditized. This is especially true when it comes to attracting and retaining ultra-high net worth clients. Being a trusted advisor, with a strong track record of delivering returns is simply not enough. Affluent clients expect more. Advisors that wish to succeed must bring creative solutions to the table and deliver tangible value to the client. For years, CFG has been working with RIA’s and investment advisors to do both.
We view our advisor partners as our clients and treat them as such. Our goal is simple – collaborate with advisors and deliver customized solutions that help them gather more assets.
Whether implementing a PPLI strategy to eliminate the tax burden on their client’s most tax inefficient assets, or reviewing existing life insurance policies to make sure they have the right product and pricing available, advisors can rely on CFG to address the most complex life insurance needs for their clients.
For larger advisory firms, CFG can assist with the creation of an Insurance Dedicated Fund (IDF), which allows for managing tax deferred assets for top tier clients inside a low cost insurance wrapper.
Contact us to learn more about partnering with CFG.