ADVANCED INSURANCE PLANNING FOR HIGH NET WORTH FAMILIES & THEIR ADVISORs
STATE-OF-THE-ART LIFE INSURANCE SOLUTIONS FOR ADVISORS OF HIGH NET WORTH CLIENTS
Like the ancient structures with their imperviousness to external elements, a state-of-the-art life insurance plan is built to withstand the test of time and can affect the lives of generations to come. In the hands of capable professionals, a well-designed plan should be able to withstand external pressures and ultimately deliver on expectations of promised policy benefits.
CONTINUITY OF TRUST
In your capacity as an Investment Advisor, CPA, Bank Trust Officer, Attorney, Family
Office Manager, or Insurance Professional, you have spent your career earning clients’
trust and confidence. When a question, issue or situation emerges that involves life
insurance, who can you call to offer unbiased advice that provides a knowledgeable resolution that:
- Protects and strengthens your bond with your clients and their families?
- Provides the quality of advice and service your clients and their families expect?
- Enhances your reputation as a High Net Worth Advisor?
- Reduces your risk of possible malpractice claims?
A FOCUS ON PROVIDING EXPERT ANSWERS FOR PROFESSIONAL ADVISORS
Our sole focus is providing a trusted, confidential resource for Professional Advisors who need objective, sophisticated answers about life insurance for their high net worth clients.
POLICY ANALYSIS
SECOND OPINION UNDERWRITING
BUSINESS PLANNING STRATEGIES
POLICY MANAGEMENT
LIFE SETTLEMENTS
LONG TERM CARE
IMPORTANT THOUGHTS
FOR YOUR CONSIDERATION
Options for clients who have a life insurance policy they no longer need or want. (2 min.)
Have a case you would like to discuss?
Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC
Customer Relationship Summary (CRS)
Investment Advisory Services Offered Through Valmark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Akron, Ohio 44333 | 1-800-765-5201
Stone Point Financial Group is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Stone Point Financial Group, Valmark Securities, Inc. and Valmark Advisers, Inc. do not provide legal or tax advice.
