As your clients and prospects build their wealth, it’s important to protect their assets against any unforeseen events. While not as direct a way of saving as investing, insurance planning can save your clients significant amounts of money over the long-term. Think of it as a precautionary investment that shelters them from financial loss.
Setting out a financial plan with your clients, whether business or personal, involves setting objectives to be met. But with any plan comes risk. In working toward their goals, clients may encounter obstacles that could throw off everything you structured for them. This is where insurance comes in.
Insurance essentially makes it easier to navigate financial obstacles that come their way. There are several different types to explore, that’s where Newtek Insurance Agency and UBS connect by being part of that plan and working together protecting what you helped build with your clients.
Our Consultative approach is designed to work with you the financial advisor to set up a 15 minute call with you and your client. We’ll discuss their needs, concerns, and, most of all, what keeps them up at night. As a team, we will build the right financial and insurance program to protect them, their families, and their businesses.
Let’s set up a time to discuss how we can support and protect your clients’ financial futures.
Regards,
Adam |
