15% Offering: Double-Digit Returns With No Stock Market Risk
How advisors can introduce a 15% client conversation around double-digit return potential without stock market exposure.
15% offering
LAS
Life Advisor Solution
For licensed financial, insurance, and advisory professionals
Truly Diversified with Ben Mohr
This week’s topic: The secret asset Warren Buffett uses to hedge market loss. Join Ben Mohr for a practical advisor-focused show on life settlements, non-market alternatives, and client conversations around diversification.
Short, practical, and advisor-focused.
These sessions are designed to help producers understand where life settlements may fit, how Life Advisor Solution supports the process, and which client conversations may be worth revisiting.
These sessions are designed to help producers understand where life settlements may fit, how Life Advisor Solution supports the process, and which client conversations may be worth revisiting.
FormatOnline show
AudienceLicensed professionals
FocusClient conversations
CTARegister for details
What You’ll Learn
During these weekly sessions, Ben covers practical advisor conversations that may help producers bring new value to the right clients.
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How life settlements may offer a non-market alternative for clients looking beyond stocks, bonds, and annuities.
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How advisors can discuss life settlements with clients who want diversification outside traditional market exposure.
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How the Annuity Replacement Program works for clients who are unhappy with an existing annuity.
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How life settlements may be used alongside Roth conversion planning conversations.
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How self-employed clients may benefit from tax-advantaged planning strategies outside traditional IUL conversations.
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How advisors can identify the right client conversations and know when to bring Life Advisor Solution into the process.
6-Week Truly Diversified Topics
Each week focuses on one advisor conversation in the Truly Diversified series. The sequence below follows the approved six-topic order from Ben and Barry.
The Secret Asset Warren Buffett Uses to Hedge Market Loss
This week’s topic: how Warren Buffett and institutions have approached assets used to hedge market loss.
Market-loss hedgeUnhappy Annuity Clients? We Pay the Surrender
How advisors can revisit unhappy annuity client conversations, surrender charges, and replacement options.
Annuity replacementRoth Conversion: Help Paying the Taxes
How advisors can frame Roth conversion conversations when clients hesitate over the tax burden.
Roth tax supportSelf-Employed Clients: Tax-Free Without IUL
How self-employed client conversations may shift when they want tax-free planning without IUL positioning.
Self-employed strategyDouble-Digit Returns, No Stock Market Risk
A recap of the life settlement opportunity, double-digit return conversation, and non-market risk positioning.
Non-market riskWhy Advisors Attend
Clients are asking harder questions about market risk, annuities, taxes, retirement income, and alternatives. The Truly Diversified series helps advisors recognize which conversations may be worth exploring.
Common Client Questions
- ?“Is there anything outside the stock market?”
- ?“What if my annuity is not doing what I expected?”
- ?“How do I think about Roth conversion without creating a tax problem?”
- ?“Is there a better tax-aware conversation for self-employed clients?”
Advisor Takeaways
- ✓Understand where life settlements may fit inside real client conversations.
- ✓Learn when an annuity replacement discussion may be appropriate to explore.
- ✓See how Life Advisor Solution supports structure, compliance, and process.
- ✓Bring a more complete planning conversation back to the right clients.
What Happens Next
Simple registration. Clear show details. Practical advisor education.
1
Register
Complete the form to reserve your place for the next available session.
2
Receive Details
You’ll receive the show information and join link by email.
3
Attend the Session
Ben walks through the weekly advisor topic in a focused format.
4
Apply the Framework
Use the ideas to identify which client conversations may be worth revisiting.
About the host
Ben Mohr, President of Life Advisor Solution
Ben works with financial and insurance professionals on life settlement, annuity replacement, and alternative planning conversations. His weekly sessions are designed for advisors who want practical frameworks they can use when identifying client opportunities and deciding when to bring Life Advisor Solution into the process.
This is a professional educational show, not a retail consumer presentation.
Reserve your seat
Register for the Next Truly Diversified Show
Complete the registration form and we’ll send the show details and join link by email.
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Open the Registration Form
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Frequently Asked Questions
Who should attend?
Licensed financial advisors, insurance professionals, annuity producers, retirement income specialists, and advisory professionals interested in life settlement conversations.
Is this for retail consumers?
No. This show is intended for licensed financial, insurance, and advisory professionals.
What topics are covered?
Ben rotates through life settlements, non-market alternatives, market-loss hedging, annuity replacement, Roth conversion support, self-employed planning strategies, and related advisor conversations.
Will I receive the show details?
Yes. After registering, you’ll receive the next available Truly Diversified details and join link by email.
Ready to Join the Next Truly Diversified Show?
Register below to receive the next available Truly Diversified session details from Life Advisor Solution.