Is your annuity meeting your financial goals? Our CARES Process™, has four unique outputs that identify important annuity information and features. These personalized reports are based on your existing annuity contract to ensure it meets your objectives. Click the button…
Beauport Financial Services is pleased to officially announce that they have added a new investment professional to their team; Mike Paluch.
Did you know that by gifting appreciated assets directly to a charity or through a Donor-Advised Fund, you could increase your tax savings by 3x or more? Read the article to find out on gifting appreciated assets.
Did you know, most term life insurance policies come with a conversion privilege? The privilege must be used before the term insurance policy expires. This allows for the policy owner to convert their term insurance to a permanent policy and…
Learn how subaccount allocation may affect your policy’s performance. Read the Case Study.
This may make you think twice about who’s managing your clients’ life insurance policies. After a review of a new client’s $10 million policy, PMC discovered, unbeknownst to the client, that their guaranteed coverage age had dropped by 19 years…
Donor advised funds (DAFs) are how many high-net-worth individuals give. Read more about the benefits.
Beauport Financial is proud to announce they have received the 2021 Financial Technology Award from their broker dealer, Valmark Securities, Inc.! Read More
A minor oversight in your clients' life insurance plans can have a major tax impact on their estate planning. Read how you can avoid the 5 common mistakes in life insurance planning. Then, read about the Life Assurance 360 process…
Unless your agent is regularly tracking the performance of your life insurance policy, it’s not uncommon for things to go off course…such as premium increases and/or decreases in coverage age and death benefit. Read how a policy review by our…
