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.

A FEW THOUGHTS

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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What Matters Most

On December 1, Mark Zuckerberg and his wife, Priscilla, posted a letter to their new daughter, Max, that described their hopes for her future.

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Going Deeper with Donor Advised Funds

For years, Wealth Impact Partners has championed intentional giving among the clients we serve. It’s our privilege to help clients create Life & Legacy plans that include gifts to the people, causes, and organizations that matter most to them.

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Can Money Buy You Happiness

Can Money Buy You Happiness? That’s the headline for a recent Wall Street Journal article that explored the latest recent research into this provocative question.

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Two Men Who Listened to their Hearts

In the midst of ongoing efforts to improve public school education in Providence, RI – and throughout the nation – two men have quietly and persistently dedicated themselves to creating new models that epitomize both sacrifice and success.

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Life Insurance: An Asset Class Like No Other

Purchasing life insurance is often reduced to being just one more financially responsible “thing to do.” Though we’re vigilant about reviewing our investments and other financial holdings…

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Living the Dream and Making It Matter

Dr. Jay Merriam, DVM, describes the post-retirement life he and his wife Shelly are enjoying as “living the dream.” They relocated to Colorado to be nearer their children and grandchildren and purchased…

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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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