Your clients may own more than the portfolio you manage. Join Matt Gozdecki, External Wholesaler, and Alissa Hufford, Director of Sales with Crump’s Annuity Solution Center, to learn how the Household Balance Sheet and Safe Money Assessment can uncover opportunities during annual client reviews. They’ll show you how to find held-away cash, determine how much liquidity each client really needs, and help ensure every dollar has a purpose.

What you'll learn:

• Explore portfolios you manage that may not represent everything your client owns
• How to identify the opportunity presented by held-away cash
• Client-friendly language that leads with safety and planning needs, not products
• How taxes and inflation can erode the value of cash, and where tax deferral may fit
• How to calculate unassigned safe money and match it to cash, CDs, Treasuries, MYGAs, or FIAs
• Ways to put the Five-Client Safe Money Sprint into practice