PROFESSIONAL GUIDANCE FOR HELPING YOU ADDRESS YOUR CLIENTS’ LIFE INSURANCE CHALLENGES

After a three-decade career in the life insurance profession, including serving as Vice President of Life Insurance at Sequoia Financial Group, an affiliate of Cohen & Company, one of the nation’s largest, independent accounting firms, Tom established Strauchon & Company as an independent consulting practice to assist High Net Worth Advisors with their clients’ life insurance challenges.

Having spent his career providing advisory services to Sequoia and Cohen & Company’s most affluent clients, Tom was intimately involved in the sale of hundreds of millions of dollars of life insurance involving complex, multi-million dollar policies.

A Certified Financial Planner, Tom has worked closely with professional advisors throughout his career. His background has given him a unique understanding of your needs and concerns as well as the ability to speak your language in supporting and assisting you and your clients.

OBJECTIVE ADVICE, COMPREHENSIVE SERVICES

Strauchon & Company is independently-owned and is not tied to any one company, product or provider. We guide you and your clients according to the priorities you establish and then help you tailor and integrate the right strategies and tools to fit your client’s objectives.

Through our independent relationships with Valmark Financial Group and other industry leaders, we have access to some of the top echelon of global resources available. As your personal advocate, we bring together the necessary resources based on your client’s unique needs and deliver them with objectivity and superior personal service.

OUR MISSION

HELPING YOU AND YOUR CLIENTS DETERMINE THE BEST PATH

We are at a crossroads in the life insurance profession today. Interest rates have been so low for so long that insurance companies have been seeking other ways to profit. Recently, one company after another has decided to increase their costs of insurance on policies that have been in existence for as many as 20 years.

The net result is that premiums on existing insurance policies are multiplying way beyond your clients’ expectations, and it is critical that you, as their trusted advisor, be in front of this matter.

Strauchon & Company’s services provide solutions to these issues whether it is advising your clients regarding the guarantees, or lack thereof, with their existing insurance portfolios, replacing their non- guaranteed policies with guaranteed contracts that provide stable premiums, or engaging in a life settlement of your clients’ policies when policy termination is found to be the best course of action.

AN INDEPENDENT CONFIDENTIAL RESOURCE

Services can be provided behind the scenes through your firm or via direct client interface on a case-by-case basis. Simply put, our goal is to add to your credibility—through technical intelligence and comprehensive resources—delivered objectively, promptly and thoroughly.

OUR TEAM OF BACK OFFICE SPECIALISTS

SOME OF THE BRIGHTEST MINDS IN THE BUSINESS WORKING ON YOUR BEHALF

Through our independent relationship with Valmark Financial Group, we have access to an experienced support team of 100 professionals with credentials spanning multiple financial disciplines—from legal, accounting, tax and financial advisory expertise to life insurance, business insurance, and estate planning. A sample representation of the team’s credentials includes:

AN UNDERWRITING ADVOCACY TEAM

with several former insurance company underwriting vice presidents, directors and medical directors, a licensed physician, and a staff of case management, business processing and policy service specialists.

INSURANCE PLANNING SPECIALISTS AND ADVANCED CASE ADVISORS

including a team of attorneys, accountants, MBAs, Certified Financial Planners, Chartered Life Underwriters, and Chartered Financial Consultants, many of whom are FINRA Registered Principals who provide independent assessment and analysis of recommended product sets, policy management and life settlements.

LUKE EHRINGER, ChFC®, CLTC®

DIRECTOR OF INSURANCE MARKETING

CRAIG WELCH, CFP®,CLU®

MANAGING DIRECTOR

CHRIS BOTTARO, MBA

CHIEF UNDERWRITER

MICHAEL AMOIA, JD, LL.M. (Tax), CLU, ChFC

VP, ADVANCED MARKETS

CHRIS FINEFROCK, MBA, CFP®

FINANCIAL & RETIREMENT PLANNING SPECIALIST

MICHAEL MICHLITSCH, CRPC®, CFS

VP, IN FORCE INSURANCE SOLUTIONS

KEITH MILLER, MBA, CLU®, ChFC®

PLANNING SPECIALIST

MICHAEL NOSS, FALU

SENIOR UNDERWRITER

PHIL JACKSON, MBA, CLU®, CFP®

MANAGING DIRECTOR OF INSURANCE MARKETING

OUR STRATEGIC PARTNERSHIPS

Strauchon & Company maintains independent relationships with some of the industry’s top echelon of global financial resources. By combining these resources with our high level of personal service and expertise, we offer the best of both worlds – institutional quality and selection with concierge-level service and advocacy.

Strauchon & Company is a Member Firm of Valmark Financial Group, a 55-year-old, invitation-only group of independent wealth and insurance advisory firms. Valmark employs over 100 professionals who provide a concierge level of support to each Member Firm. This enables us to leverage the knowledge and experience of these professionals to help us deliver innovative thinking and recommendations when helping our clients strategically plan for their futures.

As a collective group, Valmark Member Firms have over $43 billion of life insurance in force and an estimated $12 billion of assets under management. This combined buying power gives us access to some of the nation’s top companies, products, and services, enabling us to advocate on behalf of our clients while maintaining independence.

ValMark Securities, Inc., our broker dealer, is a member of FINRA and SIPC, and is licensed in all 50 states for securities and insurance. The company has 115 independently-owned Member Firms throughout the United States. Its affiliate, ValMark Advisers, Inc., is a Registered Investment Advisor with the SEC.

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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