Unlock liquidity without sacrificing growth or triggering tax liabilities. Join wealth advisors like you in exploring a revolutionary way to meet your clients’ cash flow needs.
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Your clients’ investments shouldn’t be liquidated just because they need cash flow. ABLOCs enable a line of credit backed by alternative assets—avoiding unnecessary capital gains taxes and preserving long-term growth.
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Title: Unlocking the Potential of ABLOCs: A Smarter Way for Clients to Access Liquidity
Description: Steven Canup (President at Uptiq) dives deep into a transformative solution for wealth advisors and their clients. Discover how Alternative Backed Lines of Credit (ABLOCs) allow investors to unlock liquidity without liquidating assets or incurring tax liabilities. In this exclusive webinar, you’ll learn how to provide more value to clients, meet cash flow needs more efficiently, and bring innovation to wealth preservation.
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