We hope that this message finds you and your family well during this difficult time.
At Auctoris we are sensitive to the conversations you are having with your clients considering the business and financial effects of the ever-changing COVID-19 environment. Our team is working remotely, but we want to assure you that we are available. Our goal, as always, is to help support you with your clients concerns and objectives.
Life Insurance matters you or your clients may be thinking about:
- Existing Policies
- Clients with variable or universal policies may want to consider an allocation change given the current downturn in the market. Please contact Richard or Allison Rossi, our Client Services Director, to discuss our recommended strategy.
- New Policies
- We are also seeing some changes with Underwriting procedures. On one hand, U.S. life insurance carriers are taking extra precautions as the COVID-19 virus spreads.
- On the other, Auctoris was selected to pilot a program through a premier life insurance carrier to offer insurance without an exam (minimum net worth, policy size and other considerations must be met). We were selected to offer our clients this concierge underwriting process based on the affluent market that we serve and our strong reputation in the industry. We would be happy to discuss these changes and opportunities with you.
Call us any time (contact info outlined below).
We wish you and your loved ones safety, health, and peace during this challenging time. We will get through this as we always do: together.
Richard Hartmann, Wealth Preservation Advisor
Richard.Hartmann@auctoris.com
303-717-7759 mobile
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Disclosures
Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Auctoris is independently owned and operated. Auctoris is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
Check the background of this firm and/or investment professional on FINRA’s BrokerCheck
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0B71087
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.
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