STATE-OF-THE-ART LIFE INSURANCE SOLUTIONS FOR HIGH-NET-WORTH CLIENTS AND THEIR ADVISORS
Like the vast and endless landscape created by the rolling hills of Kentucky, a state-of-the-art life insurance plan can create a significant legacy for many generations to come. In the hands of capable professionals, a well-designed plan should also be able to deliver on the expectations of promised policy benefits.
WHAT WE DO
Ascent Insurance Advisors is a national firm specializing in the evaluation, implementation, and servicing of sophisticated life insurance products and solutions. Our clients include the nation’s top echelon of wealthy families and successful business owners who want to create meaningful legacies that endure for future generations.
End-to-end Life Insurance Policy Analysis and Design
Concierge Underwriting Services for Securing Favorable Outcomes
Ongoing Policy Management and Monitoring Services
Options for Policies No Longer Needed
Advanced and Tax-Efficient Estate Planning
Planning Strategies for Businesses
A COORDINATED APPROACH AND TRUSTED RESOURCE WITH OTHER PROFESSIONALS
In your capacity as an Investment Advisor, CPA, Bank Trust Officer, Attorney, Family Office Manager or Insurance Professional, you have spent your career earning clients’ trust and confidence. When a question, issue or situation emerges that involves life insurance, who can you call for unbiased advice and a knowledgeable resolution that:
- Protects and strengthens your bond with your clients and their families?
- Delivers the quality of service your clients and their families expect?
- Enhances your reputation as a High-Net-Worth Advisor?
At Ascent Insurance Advisors, we work with some of the nation’s finest trust and estate planning attorneys, accountants, investment managers, family office managers, charitable foundation managers, and trust officers. It is a privilege to provide our services to the practices of esteemed advisors to enhance the affairs of our mutual clients.
ONE SIMPLE RULE GUIDES ALL WE DO
The Golden Rule Marble, encircled with a band bearing the inscription – “Do unto others as you would have them do unto you” (Matthew 7:12) – was created by Jesse Shwayder in 1910 as a timeless symbol for living, upon which he founded the Samsonite Corporation.
Fifty years ago, the founder of our partner firm, Valmark Financial Group, was given the Golden Rule Marble which became an enduring touchstone guiding the firm toward the highest ethical standards in all of its dealings.
When Ascent Insurance Advisors joined the Valmark family of firms, the Golden Rule Marble was presented to us as a guiding principle in all of our practices:
- Serving as an industry model for relationships built on trust and mutual respect
- Addressing the financial needs of our clients with innovative, collaborative solutions
- Safeguarding clients’ best interests at all times
Watch this short video to learn how we “Bring the Golden Rule to Life”…in the lives of our clients and in all that we do.
