2801 Townsgate Rd, Suite 350, Westlake Village, CA 91361 (800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
Repositioning Bank-Held Assets into MoneyGuard
Clients are faced with a tough decision about what to do with their liquid assets.
Many have their assets parked in banks, thanks in no small part on the FDIC insurance associated with these accounts.
The truth of the matter, once we factor in inflation and taxes, is that these clients are losing money on their bank-held assets every minute of every day until interest rates normalize.
Those funds represent a massive opportunity for life agents who can engage their clients in discussions focused on asset repositioning. MoneyGuard emerges as a strong alternative due to its liquidity, death benefit, LTC coverage and high inflation adjusted returns.
Download our MoneyGuard vs. Bank-Held Assets breakdown today and see the powerful returns MoneyGuard offers when compared against a 100% liquid account earning .50% for a 60-year-old male.