Stone Point Financial Group

This Thanksgiving, we want to express our gratitude to our clients, partners, and dedicated team. Your trust and hard work inspire us every day. Wishing you and your families a wonderful holiday!????????????????????????????????????????? #Thanksgiving #Gratitude

Do you have the time to do a thorough review of your investment portfolio? What about your life insurance portfolio? Let the experienced professionals of PMC handle this.? https://lnkd.in/gqbFYs6r

This Veterans Day, we honor the sacrifices of veterans everywhere. Thank you for your service. #VeteransDay2024 #HonorOurHeroes

Reflecting on a Fantastic Member Summit Experience! We recently had the pleasure of attending Valmark Financial Group's Member Summit where we had the pleasure of connecting with our distant Long Road team including Tom Fay, Jill Tsuji, Brad Mueller, Patrick Velekei and many others. We left with new strategies, actionable takeaways, and, most importantly, deeper connections within the Valmark family. Here’s to building on these connections and driving positive change together. Looking forward to next year! #ValmarkMemberSummit #Networking #IndustryInsights #ContinuousLearning

If your client has a complicated medical history, or if large amounts of insurance are involved, Second Opinion Underwriting Consulting can help avoid the risk of being denied coverage or the surprise of receiving an offer that is tens of thousands or even hundreds of thousands of dollars higher than expected in premium costs. Contact us today for a second opinion: https://lnkd.in/gXHjvcn8

To the Moms Who Do it All, You Deserve Peace of Mind. Between juggling careers, caring for your family, and managing day-to-day life, you’re constantly giving your all. But as much as you focus on everyone else’s well-being, don’t forget about protecting your own. You protect your loved ones every day—let us help protect their tomorrow. The steps below reflect the professional evaluation process you can expect when working with Stone Point. View our LA360 Brochure here: https://lnkd.in/grS4ZZu4

Have your clients suddenly been hit with skyrocketing increases in their life insurance premiums? Read this brief case study to find out what options are available to your clients. https://lnkd.in/eXgXffsJ

To the Moms Who Do it All, You Deserve Peace of Mind. Between juggling careers, caring for your family, and managing day-to-day life, you’re constantly giving your all. But as much as you focus on everyone else’s well-being, don’t forget about protecting your own. You protect your loved ones every day—let us help protect their tomorrow. The steps below reflect the professional evaluation process you can expect when working with Stone Point. View our LA360 Brochure here: https://lnkd.in/grS4ZZu4

To the Moms Who Do it All, You Deserve Peace of Mind. Between juggling careers, caring for your family, and managing day-to-day life, you’re constantly giving your all. But as much as you focus on everyone else’s well-being, don’t forget about protecting your own. You protect your loved ones every day—let us help protect their tomorrow. The steps below reflect the professional evaluation process you can expect when working with Stone Point. View our LA360 Brochure here: https://lnkd.in/grS4ZZu4

?? Life Insurance Awareness Month ?? Life is full of unexpected moments, and protecting your loved ones should be a top priority. This September, take a moment to secure your family's future with life insurance. ??? Why is it important? Provides financial security for your loved ones Covers debts and final expenses Ensures your family can maintain their lifestyle Offers peace of mind knowing they're protected Don't wait for the "right time" – the best time to act is now! Take the first step toward peace of mind by exploring your life insurance options today. Your family deserves the protection. ?? Take action this month and give your loved ones the gift of security. ? #LifeInsuranceAwarenessMonth #ProtectWhatMatters #FamilyFirst #FinancialSecurity #PeaceOfMind