COMING SOON: Digital Forms to Elevate your Client Experience and Streamline Operational Efficiencies6/13/2024
We are making improvements to our Composite Model Trading functionality to reduce the potential for unnecessary taxable events and improve the overall client experience.
With this upcoming enhancement, RIAs will have the ability to specify if they want to create buys/sells only, or if they want to create asset transfers between models and then do boys/sells for the difference. We will provide additional information as we release this enhancement. If you have any questions, please contact your Client Services Advocate. If you would like to include a message to your clients on your Second Quarter 2024 statements, please send your customized message to your Client Service Advocate by Friday, June 28, 2024. If you already have a recurring statement message, that message will continue unless we receive new instructions from you.
Statement messages can be up to 33 lines long, with 74 characters per line and should be formatted with a line between paragraphs (bullet point indentations and special characters are not available). The format for statement messages should not include special fonts, italics, or bold characters. If you have a statement insert, please notify your Client Service Advocate by Friday, June 28, 2024. Three-page inserts will be accommodated, but more than three pages will delay your statement mailing. Please contact your Client Service Advocate with any questions. PREMIUM FINANCE: Sustainable Wealth Protection for Your High-Net-Worth and Business Owner Clients6/6/2024
Help your high-net-worth and business-owner clients preserve wealth or capital by financing insurance premiums.
Premium Financing is a popular strategy for buying life insurance used by high-net-worth individuals, business owners and entrepreneurs. Our loan program is grounded in the understanding that life insurance is a critical part of a long-term financial plan. By helping finance the burden of large premiums, we enable your clients to leverage assets and protect their families and businesses without sacrificing potential gains. As a result, they preserve capital in support of their existing investment strategies while protecting assets available for loved ones and future opportunities. These leverage opportunities are the key values behind premium finance. Contact us to learn more: Tom Yaeger John Dixon [email protected] [email protected] 310.804.9411 847.917.4444 Learn More about Premium Finance for Sustainable Wealth Protection |
Please contact your Client Service Advocate if you have any questions or concerns about these posts.
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