Finding a pot of gold at the end of the rainbow? Lucky??. Unlocking the hidden value of your life insurance policy with a life settlement Even luckier!???? This St. Patrick’s Day, don’t leave your financial future to luck—explore your options! https://lnkd.in/evEbYrjm #LifeSettlement #LuckyYou #StPatricksDay
Churchley Financial Group LLC.
金融服务
Evergreen,Colorado 137 位关注者
Developing Exceptional Life Insurance Plans for the Affluent
关于我们
Churchley Financial Group LLC is a national firm specializing in providing insurance advice for the nation’s top echelon of wealthy families and successful entrepreneurs who desire to ensure their legacy endures for future generations. We have a long history of successful, collaborative work with some of the nation's finest trust and estate planning attorneys, accountants, family office managers, charitable foundation managers and trust officers engaged in the wealth transfer process at the highest levels. It is a privilege to provide our services to the practices of the esteemed advisors with whom we work to enhance the affairs of our mutual clients. Securities are offered through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory services are offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor. 130 Springside Drive Ste 300, Akron, OH 44333-2431, 800 765-5201. Churchley Financial Group LLC is a separate entity from ValMark Securities Inc. and ValMark Advisers Inc.
- 网站
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https://www.churchleyfinancialgroup.com/
Churchley Financial Group LLC.的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Evergreen,Colorado
- 类型
- 上市公司
地点
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主要
32186 Castle Ct
Suite 250
US,Colorado,Evergreen,80439
Churchley Financial Group LLC.员工
动态
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No longer need or want your insurance policy? Here are six options to consider. https://lnkd.in/evPQZ6ne
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The process of estate planning can seem overwhelming, however it is not something to put off. Here are some estate planning tips to ensure your money goes where you have intended. When you're ready to discuss your plan and options, send me a message. https://lnkd.in/evEbYrjm
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Are you looking to begin investing in ETF's? Here is a quick one page overview of ETF's. Let's discuss your options: https://lnkd.in/evEbYrjm
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This Valentine's Day, Show Your Loved Ones Some Love and Security???? Life is full of meaningful relationships—and your life insurance policy can play a big role in taking care of the people you cherish most.??? Did you know that a life settlement can help turn your life insurance policy into a source of financial support for you and your family today??? What is a Life Settlement? A life settlement allows you to sell an unneeded or unwanted life insurance policy for cash—giving you the flexibility to invest in what matters most, whether it's retirement, healthcare, or making unforgettable memories with loved ones.???? ???Why Now? Just like love, life is unpredictable. Reviewing your policy regularly is key to ensuring it aligns with your goals and provides the security your family deserves. This Valentine’s Day, take a moment to reassess your plans and explore options like life settlements to maximize your policy’s value. ?? Spread the Love: - Help to ensure your family’ needs are net. - Work towards achieving financial peace of mind. - Celebrate the freedom to focus on what matters most. #LifeSettlements #PolicyManagement #ValentinesDay #FinancialFreedom #SecureYourFuture Each client’s experience varies, and there is no guarantee that a life settlement will generate an offer greater than the current cash surrender value. In such cases, the client can always surrender their policy to the carrier if the coverage is no longer needed. Valmark Securities supervises all life settlements like a security transaction and its registered representatives act as brokers on the transaction and may receive a fee from the purchaser. Once a policy is transferred, the policy owner has no control over subsequent transfers and may be required to disclosure additional information later. If a continued need for coverage exists, the policy owner should consider the availability, adequacy and cost of the comparable coverage. A life settlement transaction may require an extended period to complete and result in higher costs and fees due to their complexity. Policy owners considering the need for cash should consider other less costly alternatives. A life settlement may affect the insured’s ability to obtain insurance in the future and the seller’s eligibility for certain public assistance programs. When an individual decides to sell their policy, they must provide complete access to their medical history, and other personal information.
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Life insurance is an asset. Are you struggling with keeping your insurance assets afloat? See how our policy management services are breathing life back into drowning policies. https://lnkd.in/e-RDTzfm
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No longer need or want your insurance policy? Here are six options to consider. https://lnkd.in/evPQZ6ne
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