Adding Wealth Management to Your Insurance Business

Complete the picture for you and your clients.

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As an insurance professional, you play a vital role in your clients’ lives. By protecting their wealth and helping them manage downside risk, you put their minds at ease.

Now is the time to build upon that relationship. By offering the full suite of wealth management services, you can complete the picture for your clients. How? 

Download our paper, Beyond Insurance: Adding Wealth Management to Your Service Offering, for an overview of the opportunities you’ll capture, challenges you’ll encounter, and support you can count on from AssetMark, when you expand your insurance services to include wealth management.

 

Why AssetMark?

Thousands of your peers have relied on our support, guidance, and resources to successfully expand their services offerings. You can, too.

Download the Paper
“I wish I would have started a little earlier on the securities side because it really is the ongoing revenue engine that helps me to do what I do to deliver what I deliver to my clients.”

John L Financial Advisor Working with AssetMark
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AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.

AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.

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