Magazines And Articles - Wealth Impact Partners

jump to content

We have found the following resources particularly helpful as we have developed our business principles and practice around wealth management, life purpose, leadership, and business strategy.

MAGAZINES & ARTICLES

RESEARCH MAGAZINE: http://www.advisorone.com/research-magazine

WEALTH TRANSFER AND PHILANTHROPY: An interview with Paul G. Schervish, Ph.D. and John J. Havens - Investments & Wealth Monitor - 2009; http://www.bc.edu/content/dam/files/research_sites/cwp/pdf/iwm09sepoct_wealthtransferphilanthropy.pdf

THE CASE FOR VARIABLE LIFE: An Article by Larry Rybka - Journal of Financial Service Professionals - 1997; http://www.valmarksecurities.com/Data/Sites/59/docs/InTheNews/A-Case-for-Variable-Life-5-1997.pdf

CONFESSIONS OF A VA CRITIC: An Article by Moshe Milevsky - Research Magazine - 2007; http://www.advisorone.com/article/confessions-va-critic

font size: A | A | A

Wealth Impact Partners

34 Washington St., Suite 205, Wellesley Hills, MA 02481
781.489.9800 - info@wealthimpactpartners.com

33 College Hill Road, Suite 31A, Warwick, RI 02886

Securities offered through ValMark Securities, Inc

Member FINRA, SIPC. Investment advisory services offered through
ValMark Advisers, Inc. a SEC registered investment advisor,
130 Springside Dr., Suite 300, Akron, OH 44333-2431, 800-765-5201

Wealth Impact Partners 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.

Unless otherwise noted, Collaborative Partners are not employed by or affiliated with ValMark Securities, Inc. or Wealth Impact Partners..