Social Insights: Affluent Rescue

One of the ways in which Brokers Alliance® engages with brokers through the release of educational videos produced in our very own studio. Our new series, Social Insights, focuses on products, services, and solutions that are timely and relevant. In this installment, we introduce Brokers Alliance®’s Affluent Rescue program.

Offering advanced market support for devising solutions to affluent customers’ financial planning challenges, Affluent Rescue can help you satisfy your clients needs. What does Affluent Rescue look like? You meet with an expert, discuss your client’s situation, and get a recommendation from hundreds of unique strategies devised to help affluent consumers with challenges ranging from legacy and succession planning to charitable remainder trust fund development. Problems are analyzed on a case-by-case basis, and solutions recommended accordingly.

With Affluent Rescue, you can brand yourself as a broker who offers unique, personalized solutions to problems leaders in your community face. By helping a physician plan for his or her retirement, you may find business owners and other esteemed professionals seeking out similar help.

To learn more about how Affluent Rescue works, call Brokers Alliance® at (800) 290-7226.