Our Process

 

In designing a life insurance plan, we address the need for Strength by utilizing financially sound carriers that are committed to remaining in the life insurance industry and serving policyholders for years to come.  We work with you and your advisors to customize a blueprint that meets your unique Purpose for coverage, and we Unify product design and medical information through vigilant underwriting advocacy.  Once the structure is in place, we then make a commitment to policy management to Assure that your plan will accomplish its intended purpose.

OUR FIVE STEP PROCESS

We employ a five-step process that draws upon our specialized expertise and tools in estate planning, investment theory, trust law, accounting, and risk management.  At the core of this process is our focus on defining client objectives, and then creating a customized life insurance design to clearly meet those targeted objectives.

  1. FACT FINDING:

    Before we do anything, we find out what is most important to you. What are your goals and objectives?  Most importantly, how you want to leave your legacy?

  2. UNDERWRITING:

    Since underwriting has the single greatest effect on your overall life insurance plan, we take a proactive approach that positions your medical information to carriers in the most favorable light possible while maintaining strict confidentiality.  By using this proactive system to obtain the best possible results, you are free to choose the best underwriting offers from the most appropriate life insurance companies

  3. PRODUCT SELECTION:

    Given our extensive knowledge and expertise in obtaining coverage for high net worth individuals, we know the best products and financially sound carriers to use to effectuate a plan that meets your needs.

  4. PLAN DELIVERY:

    Once we have crafted a plan with your goals and objectives in mind, we deliver our recommendations in a concise format that removes industry jargon and provides you with the information that you  need to make an informed decision about your coverage.

  5. POLICY MANAGEMENT:

    Since life insurance is a dynamic financial instrument designed to last for multiple decades, we make a commitment to our clients to manage their plans over time to ensure that they not only last, but that they continue to meet their needs.

Securities are offered through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory services are offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor. 130 Springside Drive Ste 300, Akron, OH  44333-2431, 800 765-5201. Churchley Financial Group LLC is a separate entity from ValMark Securities Inc. and ValMark Advisers Inc.

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