Often in financial services, conversations jump from a white board to a request for action in a matter of hours.
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See the upside and the downside, not just the bright side.
Proprietary IVTM software integrates all financial variables in a single place, adjustable real-time.
WHY WEALTHPOINT?
We can’t help but wonder which relevant wealth points were skipped.
During Instinct Verification, we create a broad and thorough snapshot of your current situation in three essential realms: numerical, operational and relational.
We utilize our proprietary IVTM technology to show real-time numerical integration of every asset
All in one place and perhaps for the first time, you’ll see your documented goals, their current projected outcomes, and how to mitigate risks that threaten your stated objectives.
Numerical
Do the numbers work? Stress-test the analysis with both best-case and worst-case assumptions to understand where the strategy works and where it leads to a negative outcome.
Operational
Is the structure in place to achieve the objective? Ensure there’s the right team and best practices in place to carry the proposed plan to fruition.
Relational
Who’s impacted by the proposed strategy? Identify how key relationships will be affected by the proposed plan and evaluate any unintended consequences.
New planning strategies are typically built on good things happening.
In our experience, entrepreneurs and affluent family groups crave a clear picture of worst-case scenarios.
With our IVTM technology, together we stress-test existing and new strategies, revealing:
• The upside and downside of any decision
• The intended and unintended consequences
• Related and seemingly unrelated impact
Our Practice
Our industry specialized professionals can help you with:
- New Life Insurance Acquisitions
- Large/Jumbo Case Implementation
- Policies in Excess of $65 Million
- Life Insurance Review and Market Study
- Comprehensive Life Insurance Exit Analysis
- Premium Financed Life Insurance
- Life Settlements
- PartnersFinancial/NFP – Member Firm
- Private Placement Life Insurance (PPLI)
- Retirement Asset Maximization Plan (RAMP)
- Know your story.® Unique Process
- Succession and Exit Planning
- Family Business Succession
- Employee Stock Ownership Plan (ESOP)
- Insider Transaction
- Sale to Key People
- Wealth Transfer Planning
- M&A Preparation
- Value Maximization Strategies
- Proprietary Financial Modeling Tool - IV™
- Succession and Exit Planning
Executive Benefits
- Non-Qualified Deferred Compensation
- Supplemental Executive Retirement Plan (SERP)
- Phantom Stock Plans or Stock Appreciation Rights (SAR)
- Executive Compensation, Governance Consulting Services and Surveys
FINAL STEP
The Pulse of Progress
Know all of your choices, not just the ones on the table.
