Putting Cash to Work

Don’t let any more cash walk out of your office! If you manage personal wealth for clients who own businesses, you should be looking at their corporate assets too. If not, you’re probably missing out on a huge opportunity to put their idle cash to work. Discover:

  • Why the majority of banks own life insurance – and why other businesses should consider doing the same
  • How to reposition cash into an instrument with a better return AND a death benefit, while keeping the same liquidity and peace of mind
  • How to approach clients to leverage the cash they’ve been holding hostage in their checking account

For advisor/registered representative use only - not approved for use with or distribution to the general public. 

Originally recorded on August 28, 2017. Information is subject to change. Rates and products change frequently. Consult your Ash Brokerage team for the latest information prior to discussing any information in this webinar with your clients.

Product availability and features may vary by state. Important: Prior to soliciting business, be certain you are appropriately state licensed and appointed with the insurer and the product has been approved for sale by the insurer in that state. Registered Securities products may only be solicited by Registered Representatives. You must check with your Broker/Dealer to verify product approval and proper state registration. Securities offered through MerCap Securities LLC, Member SIPC. Ash Brokerage LLC is not a subsidiary of nor controlled by MerCap Securities LLC.