ADVANCED INSURANCE PLANNING FOR
HIGH NET WORTH FAMILIES & THEIR ADVISORS
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 forests with their imperviousness to external elements, a state-of-the-art life insurance plan is built to last a lifetime 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 Attorney, Accountant, Banker, Investment Advisor, Family Office Manager or Insurance Professional, you have spent your career earning clients’ trust and confidence. Then, a question, issue or situation emerges that involves life insurance. Who do you call? Who can offer knowledgeable, unbiased advice 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

High net wort clients frequently receive proposals from multiple sources and require an experienced Advisor to determine the optimal solution, including policy analysis and carrier evaluation.

Second Opinion Underwriting

When your client is seeking life insurance coverage but has medical complications or complex financial needs.

Policy Management

When your client or trustee requires ongoing assurance that the policy will perform as promised, including automated trust and policy administration and documentation.

Funding Strategies

When you need professional advice about funding strategies for business succession plans, buy-sell arrangements, split-dollar plans, and other business and executive benefit strategies.

Life Settlements

When your client no longer needs or wants their policy and is seeking an alternative solution to lapsing or surrendering the policy.

Continuing Education

When you and your colleagues are seeking CLE or CPE- accredited information concerning your clients’ insurance and estate/legacy/ business planning needs.

A UNIQUE BLEND OF EXPERTISE AND EXPERIENCE TO ENHANCE YOUR ABILITY TO WORK THROUGH THE COMPLEXITY OF LIFE INSURANCE

COMMUNICATION IS KEY

Our three decades of experience working with High Net Worth Advisors has shown that clients often equate life insurance with complexity.

 

Knowing how to simplify these complexities and effectively communicate state-of-the-art solutions to High Net Worth Advisors helps prepare you to consistenly deliver the valuable counsel your clients are accustomed to receiving.

A DRIVING MISSION

Much of our work with High Net Worth Advisors is involved with helping them address the recent actions by major insurance companies to change the pricing and guarantees on exisiting policies due to sustained lowninterest rates. This has resulted in under-performance and, in many cases, lapsing of policies.

 

The reprcussions become more extensive and complictated when larger estates and corporate insurance arrangements are involved.

UNDERSTANDING ADVISOR NEEDS

Tom Strauchon is Certified Financial Planner (cfp), with three decades of face-to-face experience working with High Net Worth Advisours and their clients; complex life insurance challenges. This professional background has given Tom:

  • A deep understanding of the quandary Advisors are in over these policy problems, and
  • The ability to speak your language in supporting or assisting you and your clients.

474 Sandhurst Dr
Highland Heights, OH 44143

Office: 440.895.7600

Email: tom@strauchonandco.com

Have a case you would like to discuss?

Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC

Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Akron, Ohio 44333 | 1-800-765-5201

Strauchon & Company, LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

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