Life insurance, at its core, is a symbiotic commitment made by an insurance carrier to a policy holder to provide a benefit in the future based on a promise it is making today (a promise that in many cases must last 30 or more years). The experienced professionals at Churchley Financial Group direct the important task of defining objectives, finding the most suitable insurance carrier, and the most advantageous product design. Leveraging our successful relationships and the collective buying power of our broker dealer, ValMark Securities Inc., where our community of firms have over $45 billion in force, we successfully advocate for the best underwriting offer, resulting in the most desirable pricing.
Our personal relationship with and our commitment to our clients lasts throughout the lifetime of every life insurance contract we service. Sustaining this essential personal relationship with our clients is our promise for today, tomorrow, next month and years to come.
A client of ours, someone you know . . .
He had planning in place before met. Then a mutual friend suggested we meet and he agreed reluctantly. “A second opinion couldn’t hurt,” he said, confident his affairs were in order. He did not know it, but he had not fully leveraged the complete scope of opportunities and had an 80% plan. As a entrepreneur, he had opportunity coursing through his blood at all times; it was what kept him engaged and created his success, and he was intrigued by the opportunities we introduced.
And that’s when he became a client of ours.
He’d grown his business from garage to greatness in one generation. Some wealth transfer planning oversights were present and the untouched opportunities even greater. In his situation, we were able to create an effective process to employ the use of life insurance, which was used to maximize the good planning he already had in place.
He had some of the pieces but none of the plan.
His net worth was now greater than most, and his issues were somewhat complex. Only a team of advisors could ensure his objectives were met. And there must be a place on this team for someone who knows, truly knows his family, his needs and his options through and through. Someone who spends all of their days and some of their nights designing the plans and pieces and making sure they get done.
This client, he needed us. He saw this after we met.
Now he sleeps well at night, no longer with a false sense of security, but with legitimate peace of mind. It’s not the first time we’ve seen this need and helped. And it surely won’t be the last.
“No thanks, I’ve got it all done.”
What’s done isn’t done at all my friend.
So give me your pieces, your papers, your dreams.
AND I'LL HELP MAKE YOUR LEGACY LAST.