INSIGHTS

At Wealth Impact Partners, we believe that well informed clients make well informed decisions. We also appreciate that you have many demands on your time. That’s why we are committed to providing you with educational and inspirational information that is current, insightful and relevant to your financial life and business.

While we have included several educational items on this website, we also maintain an extensive library of information at our offices. If you would like to learn more or receive additional information on financial topics of interest, please contact us.

MANAGING WEALTH FOR A MORE IMPACTFUL LIFE

Is Your Life Insurance Policy at Risk?

One of the biggest risks and opportunities in the marketplace right now is life insurance policies that have not performed as illustrated. The biggest reason this is happening is that we’ve seen over a decade of historically low interest rates.

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Don’t Let the Tax Tail Wag the Dog

As we move into tax season and a new tax law goes into effect, a saying springs to mind that we at Wealth Impact Partners have repeated frequently over the years: “Don’t let the tax tail wag the dog.”

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Volatility Returns to Markets

Making your retirement dreams a reality requires a blueprint. You may have dreams of traveling more or buying a second home. But to make those goals a financial reality you need to consider…

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The 2016 Global Leadership Summit

We would like to use this issue of The Activator to share some timely information about the upcoming 2016 Global Leadership Summit that takes place on August 11 and 12.

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CASE STUDIES

LIFEPRINT™ PLANNING PROCESS
Read examples of how our planning process can be a catalyzing force to help families discover previously unimagined excess wealth and the financial freedom to live more and give more.

UNDERWRITING ADVOCACY
Discover the impact professional underwriting advocacy can have on the price of your life insurance policy.

POLICY MANAGEMENT
See how professional life insurance policy management can form a durable bridge connecting your expectations of promised policy benefits with actual results.

LIFE SETTLEMENTS
There are numerous situations when insurance policies need to be changed or are no longer needed. In cases like these, a life settlement can provide an attractive alternative to surrendering or lapsing the policy.

GUEST SPEAKER PROGRAMS

Ron Ware, founder of Wealth Impact Partners, is a personal legacy advisor who educates, motivates, and empowers individuals, families, and business owners to clarify the purpose of their life and their wealth. He helps them think deeply about what’s possible, affirm what they really care about, and confidently plan to make a significant impact on the people, causes and organizations they care about most.

Ron is a gifted and passionate speaker who teaches regularly on behalf of tax, legal, financial, and other professional colleagues and charities.

If you are interested in booking Ron as a speaker for an upcoming meeting, event, or audience – or if you want Ron to conduct a customized, private session for your clients, advisors or charity –
please call or email Glenna Mann at: 781-489-9802 / glenna@wealthimpactpartners.com.

Listed below are some of his most popular presentations that can be tailored for your organization.

NEWS

New Rhode Island Office Open

Wellesley Hills, MA – Ron Ware, president and CEO of Wealth Impact Partners, has announced the opening of a new office in Rhode Island to serve current and prospective clients and partners living and working in the Ocean State.

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VIDEOS

Life Settlements

THE ARC PROCESS™

RISK PROCESS™

YOU CAN DO MORE THAT MATTERS

WEALTH MANAGEMENT PLATFORMS

ARE YOU READY TO GET STARTED? CONTACT US TODAY!

Wealth Impact Partners

E: info@wealthimpactpartners.com

175 Highland Avenue 
Suite 401 Needham, MA 02494
P: 781.489.9800

33 College Hill Road 
Suite 31A Warwick, RI 02886
P: 401.244.6010

Securities offered through ValMark Securities, Inc., Member FINRA/SIPC. Advisory services offered through ValMark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Wealth Impact Partners is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

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