The Client Profile which, I am most compatible and can do the most good for, based on my product lines, education, training and experience are those people:
Age 62 or older (both partners).
Have at least one heir they wish to leave a legacy for or at least preserve their residuary estate for.
Homeowners with home equity in the range of 55 - 85% of their home value.
Retired, or approaching retirement and at least retirement minded.
Goal oriented toward Capital Retention, looking for growth and resisting spending down their money.
Have Capital assets (not including real estate value) between $500,000 and $2,000,000.
Capital Preservation is the most important thing to them. They are more concerned with the return of their money rather than the return on it.
Willing to invest the time to learn new concepts.
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