female insurance pro shaking hands with client (Photo: fizkes/Adobe Stock)

As an insurance professional, you often find yourself in competition with advisors from financial services firms.  Both of you represent firms with history, yet these competitors might position opening an account with them as a “step up” in the client’s financial journey.  But you have a secret weapon.  Use it.

Financial advisors at major firms are seeking prospects who can invest substantial amounts of assets immediately.  Put another way, they have new account minimums.  This number might be $250,000 or more.  The size of the number depends on the firm.  They are looking for prospects who have accumulated a significant nest egg.

Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.

Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events.
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

Already have an account?



Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2023 ALM Global, LLC. All Rights Reserved.