INSIGHTS
We believe that well informed Advisors and Clients make well informed decisions. We also appreciate that you have many demands on your time. That’s why we are committed to providing you with educational information that is current, insightful and relevant to your clients’ insurance plans.
While we have included several educational items on this website, we also maintain an extensive library of information at our offices. If you would like to learn more or receive additional information on topics of interest, please contact us.
GUEST SPEAKER PROGRAMS
ENGAGING • INFORMATIVE • INSPIRATIONAL • PLAIN ENGLISH
As a former Vice President of Wealth Management at the nation’s third largest property and casualty broker* and insurance consultant for ultra high net worth families and entrepreneurs, Tom Fay has plenty of interesting insights to share. He has entertained and enlightened Attorneys, Accountants and Financial Advisors at hundreds of private briefings and regional/national meetings, and has been a frequent guest speaker at private client events.
Understanding that the needs of high net worth clients often involve highly complex planning arrangements, Tom has an ability to colorfully communicate the complex while helping Advisors and their clients connect with the deeper purpose and emotion behind their decisions about wealth.
If you are interested in booking Tom as a speaker for an upcoming association meeting, private briefing, or event—or if you want Tom to conduct a customized, private session for your colleagues or clients—please call or email Jill Tsuji at 312-445-9440 / jtsuji@stonepointfg.com. Some sessions may be accredited for CPE and CLE continuing education credits.
*Insurance Journal, 2019 Top Firms
WHITE PAPERS & ARTICLES
INSURANCE PLANNING
- A Matter of Choice
- All Progress Begins With Telling The Truth
- All that Glitters is not Gold
- Avoid Leakage in Client’s Estate Plan
- Impact of a Long Term Care Event
- Life Insurance in the Client’s Best Interest
- Long Term Care Protection-Know Your Options
- Make Term Insurance Fit Your Life
- No One in the Pilot’s Seat
- Repercussions of a Sustained Low Interest Rate Environment on Life Insurance
- Tale of Two Policy Holders
- The Elephant in the Room
- Underwriting Advocacy Overview
- Who’s Managing Your Policy
CASE STUDIES
LIFE SETTLEMENTS
- Addressing Rising Costs of Insurance
- Addressing the Risk of Outliving Coverage
- Changing Needs with Increased Estate Exemption
- Funding Long Term Care Expenses
- Life Settlement Creates Salable Asset
- Life Settlements for Healthy Insureds
- Addressing Rising Universal Life Costs
- Life Settlement Auction Process
- Term Policy Nearing End
- Review Rescues Term Conversion
- Solution Avoids High Probability of Outliving Coverage
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.
