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Client Services Menu Wealth Planning & Management Services (Peace of Mind Wealth Planning Process) Hourly OR Asset-based fee using no-load, no-commission assets Generally best for those in need of long-term and comprehensive wealth planning advice. Guideline: $100,000 or more of investment assets. Pricing varies according to complexity and volume of assets under management. If You Need: On-going and/or multi-disciplinary advice and guidance desired. _________________________________________________________________________________________________________ Brokerage Services...
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Trilogy Policy Performance Management “The vast majority of life insurance policies funding trusts are not performing as originally projected.” – Pennsylvania Bar Association CE Credit Course Textbook on trust owned life insurance – 12/7/2003. “A 1998 study showed that in 75% of trust policies that were at least 5 years old, the death benefit could be increased by 40% without any increase of premium.” – Trust & Estates Magazine, May 2003. The Uniform Prudent Investors Act (UPIA) provides guidelines for trustees and is a valuable resource for measuring the prudent management of...
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