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
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.
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.
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…
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…
The Vision that Drives Us
At Wealth Impact Partners, we believe that wealth is about so much more than money. It is about relationships, experiences, and the causes we feel passionate about.
Achieving Retirement Clarity
I recently heard a very apt metaphor that compared retirement planning with climbing a mountain. The ultimate goal of climbing a mountain is not to reach the peak…
A Legacy for the Ages
Earlier this month, the world paused to mark the death of Nelson Mandela. Tributes to his extraordinary life poured out from across the globe.
“You Can Do More That Matters” Book Launch
I recently had the pleasure of hosting a book launch party for family, friends, and clients to mark the publication of a new book I co-authored with my good friend and colleague Greg Hammond, You Can Do More That Matters.
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
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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