Protect Your High-Net-Worth Clients
77% of high-net-worth clients assume their advisors are reviewing their personal insurance needs when in reality, only 28% of advisors currently do so.
As an RIA, it’s important to ensure that your high-net-worth clients have comprehensive insurance coverage to protect their assets. By partnering with AiK2 Private Client, you can offer a full range of property and casualty insurance options to your clients. This not only ensures they have the coverage they need but also provides a valuable service that sets you apart from other RIAs.
AiK2 Private Client is YOUR Partner
- Enhance Your Services
- Boost your client’s financial portfolios by adopting a 360 approach to their financial planning needs.
- Increase Your Revenue
- Our clients are your clients. We share the commission with insurance-selling firms, generating organic growth for your business while strengthening client relationships.
- Protect Your Assets Under Management
- Consider the impact of catastrophic events on your client’s assets, a natural disaster could require them to redeem large sums to rebuild. Protect your assets by ensuring your clients have comprehensive insurance coverage.