The wealth management industry in recent years has become increasingly competitive and commoditized. This is especially true when it comes 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 in that space need to not only differentiate themselves among their peers, but be able to bring creative solutions to the table that deliver real and 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 inforce policies to make sure they have the best product and pricing available, advisors can rely on CFG to address and solve the most complex of insurance needs for their clients.
For larger advisory firms, CFG can assist with the creation of an Insurance Dedicated Fund (IDF), where that firm can manage the cash values inside the insurance wrapper for its top tier clients.
Contact us to learn more about partnering with CFG.