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.

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