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

It Pays to Know Your Financial Personality Type

The Myer-Briggs personality inventory is a tool that was developed based on the theory that people perceive the world and make judgements based on four dichotomies: introversion or extroversion; sensing or intuition; thinking or feeling; and judging or perceiving.

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Using Your Wealth to Encourage Entrepreneurship in Your Family

Many wealthy families have a strong entrepreneurial spirit. Perhaps the wealth began with an individual who built a business from nothing and that empowered and inspired future generations. Or perhaps the family is just filled with creative minds and strong business acumen.

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Are You Stress Testing Your Family’s Financial Plan?

If you want to know if something will work the way it should under the most challenging circumstances, what do you do? You test it. That’s why automakers send their cars crashing into walls. They want to know how all the components will hold up.

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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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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.

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NEWS

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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

1415 W. 22nd Street
Tower Floor, Oak Brook, IL 60523
P: 847.595.1970

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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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