INSIGHTS
At Strauchon & Company, 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 the Vice President of Life Insurance at one of the nation’s top 100 independent accounting firms* and insurance consultant for ultra high net worth families and entrepreneurs, Tom Strauchon 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 Tom at 440-895-7600 / info@Strauchonandco.com.. Several sessions are accredited for CLE and CPE continuing education credits.
*Accounting Today 2017 Top Firms
WHITE PAPERS
CASE STUDIES
UNDERWRITING ADVOCACY
Discover the impact professional underwriting advocacy can have on the price of your client’s life insurance policy.
POLICY MANAGEMENT
See how professional life insurance policy management can form a durable bridge connecting your clients’ expectations of promised policy benefits with actual results.
LIFE SETTLEMENTS
There are numerous situations when insurance policies need to be changed or are no longer needed. In cases like these, a life settlement can provide an attractive alternative to surrendering or lapsing the policy.
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.
