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 from age 100 to age...
[vc_row][vc_column][vc_column_text]Donor advised funds (DAFs) are how many high-net-worth individuals give. Read more about the benefits.[/vc_column_text][/vc_column][/vc_row]
Beauport Financial is proud to announce they have received the 2021 Financial Technology Award from their broker dealer, Valmark Securities, Inc.! Read More
[vc_row][vc_column][vc_column_text]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...
[vc_row][vc_column][vc_column_text]When planning for retirement, diversification typically references an investment allocation that incorporates various asset classes. However, a truly diversified investment strategy should go one level deeper, taking into...
