Increase Assets Under Management


  • Protect your client's business
  • Cover risk not serviced in insurance marketplace with Maximum coverage flexibility
  • If the PIC is managed successfully, up to $1.2 million in annual underwriting profit can become surplusᅠ
  • Grow your assets under management
  • Value added business solution for your clients
  • Opportunity to differentiate yourself from other wealth advisors
  • Building an investment portfolio

Financial Advisor Benefits Fact Sheet