Life & Retirement
Decision Making Resources
SURVIVING SPOUSE CHECKLIST
A helpful resource for managing tasks after your spouse passes away.
STUCK AT HOME?
Stuck at home with your partner? Look to retirees for how to make it work.
IDEAS FOR LIVING WELL
Improving our Emotional and Financial Health During COVID-19
A MATTER OF CHOICE
This white paper outlines our process for choosing the life insurance carriers we work with.
DIVERSIFICATION 2.0: TAX ADVANTAGE FOR HIGH INCOME EARNERS
A renewed focus on tax efficiency.
DOWNLOAD the 2024 TAX GUIDE
Most current tax resource.
TAXATION DOESN’T RETIRE WHEN YOU DO
How to prepare when accumulating assets.
NO ONE IN THE PILOT’S SEAT
This paper provides a critical examination of developments in irrevocable life insurance trust management and oversight that erodes the protections afforded to trust beneficiaries.
REACHING THE SUMMIT AND
RETURNING SAFELY IN RETIREMENT
Addresses specific strategies and supporting tactics for successfully navigating the spending phase of retirement by making sure that your income lasts as long as you need it to.
Library
2024 Tax Guide
Most recent tax resource.
LA 360 BROCHURE
The LA360™ process is the industry’s first, fully-integrated, end-to-end life insurance planning model.
CONCIERGE SERVICES
Valmark Concierge Services simplifies the life insurance application process by providing a confidential and highly personalized service to help coordinate the client’s application paperwork and necessary medical requirements.
UNDERWRITING ADVOCACY
A proactive approach to obtaining favorable underwriting offers and policy pricing.
POLICY MANAGEMENT
Enhancing your insurance experience by bridging expectations with results.
LIFE SETTLEMENTS
A life settlement is the sale of an existing life insurance policy to a third party for less than the death benefit and more than the cash surrender value. Leverage the expertise of our Life Settlement Advocacy Program™ to represent, coordinate and negotiate your case.
ARC BROCHURE
The ARC Process™ addresses the planning and preparation needed to accumulate wealth for retirement during an individual’s working years.
RISK BROCHURE
The RISK Process™ is intended to help manage and preserve wealth after retirement with an emphasis on guarding against post-retirement risks.
WEALTH SOLUTIONS BROCHURE
Valmark Wealth Solutions strives to offer robust wealth solutions to accommodate asset management needs based on investment philosophy, overall financial picture, and risk tolerance.
4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
(513) 898-9100
info@touchpointwealthpartners.com
Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Click here for Valmark Customer Relationship Summary.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.