It can be an easier than you think to transition assets under management (AUM) into your safe-money practice.
The key is having market-savvy professionals lead you through the process. That’s why InsurMark is aligned with Regal Financial Advisors—to help you keep pace with the boom.
Increase revenue by capturing more of your clients’ assets.
Start managing individual 401(k)’s at the participant level.
Overcome “source of funds” issues.
Earn your Series 65 with our help and guidance.
Investment advisory services offered through Regal Financial Advisors, LLC, InsurMark, and Regal Financial Advisors are independent entities.