Hello to all of my fellow advisors. Chris Marino here again, and I wanted to spend some time speaking about something important to me. As an advisor, the end of the year often is a time to reflect on the year and start planning for the upcoming one. As I reflect on what was a Read more ➝
Life Insurance Companies buying life settlements?
Picture this, you have a 70 year old client who’s taken out $1 million life insurance to cover his family in the event that he dies young. He wants to protect his kid’s financial future so they could go to college and his wife would be able to continue her standard of living should something Read more ➝
Firm to be led by 10-year veteran of the technology and financial services industry Bringing together forward-thinking innovation and decades of experience in startups, wealth management and financial planning, Toropoint Financial Services is revolutionizing the way financial products are offered via technology and direct marketing partnerships. With the launch of Toropoint, financial services companies including Read more ➝