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Like the ancient mountain ranges with their imperviousness to external elements, a state-of-the-art life insurance plan is built to withstand the test of time and can affect the lives of generations to come. In the hands of capable professionals, a well-designed plan should be able to withstand external pressures and ultimately deliver on expectations of promised policy benefits.
In your capacity as an Investment Advisor, CPA, Bank Trust Officer, Attorney, Family Office Manager or Insurance Professional, you have spent your career earning clients’ trust and confidence. When a question, issue or situation emerges that involves life insurance, who can you call for unbiased advice and a knowledgeable resolution that:
Churchley Financial Group is a national firm specializing in providing insurance advice for the nation’s top echelon of wealthy families and successful entrepreneurs who want to ensure their legacy endures for future generations.
We have a long history of successful, collaborative work with some of the nation’s finest trust and estate planning attorneys, accountants, investment managers, family office managers, charitable foundation managers, and trust officers engaged in the wealth transfer process at the highest levels. It is a privilege to provide our services to the practices of the esteemed advisors with whom we work to enhance the affairs of our mutual clients.
Our sole focus is providing a trusted, confidential resource for Professional Advisors who need objective, sophisticated answers about life insurance for their high-net-worth clients.
Whether you are evaluating your client’s existing coverage or investigating new insurance, our four-point system helps assure the policy fits your client’s current needs and continues to serve its intended purpose for the duration of the policy.
When your client is seeking life insurance coverage but has medical complications or complex financial needs.
When your client or trustee requires ongoing assurance that the policy will perform as promised, including automated trust and policy administration and documentation.
We help clients optimize their legacies to those they care about through tax-advantaged estate planning and charitable giving strategies.
When your client no longer
needs or wants their policy and is seeking an alternative solution to lapsing or surrendering the policy.
When your client has a net worth of $20M+ with exposure to the highest tax brackets, PPLI can offer accelerated, tax-favored growth in cash value with access to a wider variety of investment options than a standard life insurance contract.
With greater longevity comes the risk of eventually needing some type of extended health care. How your clients prepare for that possibility will impact their financial security.
When you need professional advice about funding strategies for your clients’ business continuation plans, buy-sell arrangements, key person insurance, nonqualified executive benefit plans and other executive benefit strategies.
CHURCHLEY FINANCIAL GROUP LLC
3000 Lawrence Street
Denver, CO 80205
T: 303.468.2100
SECURITIES OFFERED THROUGH VALMARK SECURITIES, INC. MEMBER FINRA, SIPC. INVESTMENT ADVISORY SERVICES OFFERED THROUGH VALMARK ADVISERS, INC. A SEC REGISTERED INVESTMENT ADVISOR, 130 SPRINGSIDE DRIVE, AKRON, OHIO 44333. 1-800-765-5201. CHURCHLEY FINANCIAL GROUP, LLC IS A SEPARATE ENTITY FROM VALMARK SECURITIES, INC. AND VALMARK ADVISERS, INC.
ANY TAX ADVICE CONTAINED HEREIN IS OF A GENERAL NATURE AND IS NOT INTENDED FOR PUBLIC DISSEMINATION. FURTHER, YOU SHOULD SEEK SPECIFIC TAX ADVICE FROM YOUR TAX PROFESSIONAL BEFORE PURSUING ANY IDEA CONTEMPLATED HEREIN. THIS ADVICE IS BEING PROVIDED SOLELY AS AN INCIDENTAL SERVICE TO OUR BUSINESS AS INSURANCE PROFESSIONALS.