Hidden Treasure? Cedar Brook Financial Hosts First Life Insurance Policy Roadshow
Cedar Brook, one the region's largest independent wealth management firms, has announced the first Life Insurance Roadshow, October 4 - 8, 2010, at their office in Cleveland, OH. Anyone 60 or older with a term or permanent life insurance policy valued at $250,000 or more is eligible to receive a free appraisal from an expert at Cedar Brook.
Cleveland, OH, October 02, 2010 --(PR.com)-- Cedar Brook Financial Partners LLC, the seventh largest independent wealth management firm in Northeast OH, has announced its first Life Insurance Roadshow will be held October 4 - 8 at its offices in Cleveland, OH.
“At Cedar Brook we’re always trying to find ways to help our clients achieve financial independence so they can live the retirement life they’ve dreamed of,” said Tom Goodman, Partner and Co-Creator of the Life Insurance Roadshow. “That’s why we want to offer clients the opportunity to have their ‘antique’ life insurance policies appraised and receive recommendations on how to maximize their value. We came up with this idea after evaluating many clients’ policies. The benefits of an appraisal may include lower premiums, increased death benefits, or added long-term care coverage. There are many ways to maximize the value of a life insurance policy, but if you don’t dust off that old policy and get it appraised, you’ll never know.”
Goodman and Co-Creator of the Life Insurance Roadshow, Ted Lorenzen, will evaluate life insurance policies at Cedar Brook’s offices during the week of October 4th. People 60 years and older with term or permanent life insurance policies valued at $250,000 or more are eligible to receive a free appraisal. Interested, qualified individuals should call Cheri Hall at (440) 683-9200 to schedule their appraisal.
About Cedar Brook Financial Partners LLC
Established in 2005, Cedar Brook Financial Partners LLC is the seventh largest independent wealth management firm in Northeast OH, according to Crain’s Cleveland Business 2010. The advisors at Cedar Brook deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice; retirement plan consulting and group benefit programs and manage over $1 billion of their clients’ assets. Cedar Brook serves corporate executives, privately held business owners and families. The firm offers securities through Securities America Inc., member FINRA/SIPC. Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated.
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“At Cedar Brook we’re always trying to find ways to help our clients achieve financial independence so they can live the retirement life they’ve dreamed of,” said Tom Goodman, Partner and Co-Creator of the Life Insurance Roadshow. “That’s why we want to offer clients the opportunity to have their ‘antique’ life insurance policies appraised and receive recommendations on how to maximize their value. We came up with this idea after evaluating many clients’ policies. The benefits of an appraisal may include lower premiums, increased death benefits, or added long-term care coverage. There are many ways to maximize the value of a life insurance policy, but if you don’t dust off that old policy and get it appraised, you’ll never know.”
Goodman and Co-Creator of the Life Insurance Roadshow, Ted Lorenzen, will evaluate life insurance policies at Cedar Brook’s offices during the week of October 4th. People 60 years and older with term or permanent life insurance policies valued at $250,000 or more are eligible to receive a free appraisal. Interested, qualified individuals should call Cheri Hall at (440) 683-9200 to schedule their appraisal.
About Cedar Brook Financial Partners LLC
Established in 2005, Cedar Brook Financial Partners LLC is the seventh largest independent wealth management firm in Northeast OH, according to Crain’s Cleveland Business 2010. The advisors at Cedar Brook deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice; retirement plan consulting and group benefit programs and manage over $1 billion of their clients’ assets. Cedar Brook serves corporate executives, privately held business owners and families. The firm offers securities through Securities America Inc., member FINRA/SIPC. Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated.
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Contact
Cedar Brook Financial Partners LLC
Laura Sheridan
216-548-6780
cedarbrookfinancial.com
Laura Sheridan
216-548-6780
cedarbrookfinancial.com
Contact
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