Discover the New Standard in Wealth Preservation: Alternative Backed Lines of Credit - Webinar Replay

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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What You’ll Learn

How ABLOCs help clients access liquidity without selling their assets

Connect directly with seasoned professionals for real-time insights and tailored solutions, whenever you need them.

1

The tax-saving benefits of Alternative Backed Lines of Credit

A dedicated expert at your service, ensuring smooth, responsive communication and fast-tracked solutions

2

Why ABLOCs are a perfect solution for investors in alternative assets

Faster responses, quicker solutions, no waiting.

3

Why ABLOCs Matter:

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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Zoom Webinar Description:

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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