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Service and Advice Service and Advice Service and Advice
  • About Us
    • Our Process
    • Our Team
    • Our 10 Core Beliefs
  • Personal Planning
    • Insurance Planning
      • Life Assurance 360
      • Underwriting Advocacy
      • Policy Management
      • Life Settlements
    • Retirement Planning
      • Achieving Retirement Clarity
      • Retirement Income Survival Kit
    • Asset Management
    • Legacy Planning
    • Other Services
  • Business Planning
    • Business Financial Planning
    • Qualified Employee Retirement Plans
    • Executive Compensation Plans
    • Business Succession Planning
  • Professional Partnerships
  • Resources
    • Articles
    • Insights and Intelligence
    • Library
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Articles

Home / Articles /
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By Stever
In Articles, Business
Posted August 22, 2014

Semper Bacilisis

Nunc accumsan orci ac justo sollicitudin, ullamcorper porttitor nulla vestibulum. Praesent pellentesque, erat vel aliquet vehicula, urna turpis bibendum dui, vel mattis nisl quam eget enim. [...]

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1
By Stever
In Articles, Case Study
Posted August 22, 2014

Proin leo lectus

Duis maximus lacus a posuere laoreet. In id accumsan ex, eget posuere massa. Proin eget faucibus lacus. Ut scelerisque blandit euismod. Praesent gravida luctus faucibus. Praesent nec hendrerit [...]

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0
By Stever
In Articles, Business
Posted August 22, 2014

Nulla consectetur nisi

Posuere laoreet. In id accumsan ex, eget posuere massa. Proin eget faucibus lacus. Ut scelerisque blandit euismod. Praesent gravida luctus faucibus. Praesent nec hendrerit nisi. Quisque lacinia [...]

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2
By Stever
In Articles, Case Study, Games, News
Posted August 20, 2014

MASSA SIT AMET ARCU

Integer blandit aliquet turpis, in mattis erat gravida sed. Morbi rutrum ligula tellus, vitae aliquet lacus egestas non. Sed at ultrices quam, a elementum urna. Vestibulum viverra, purus eu [...]

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2
By Stever
In Articles, Case Study, Interviews
Posted August 19, 2014

Pattern and Lines

Suspendisse erat magna, ornare id odio ut, luctus tristique lorem. Donec vehicula libero blandit magna facilisis rhoncus. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur [...]

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1
By Stever
In Articles, Case Study, Entertainment
Posted August 16, 2014

Equipped with Vast Options

Duis viverra mauris at fringilla sollicitudin. Donec dolor turpis, mollis sed quam quis, faucibus gravida tellus. In dictum tristique purus, at imperdiet purus fermentum ut. Nunc pellentesque [...]

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Contact us
  • The Matrix Financial Group
  • 7284 W. Palmetto Park Rd, Suite 206
    Boca Raton, Florida 33433
  • (561) 394-3040
  • info@matrix.mystagingwebsite.com
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.
Securities Offered Through ValMark Securities, Inc. Member FINRA/SIPC. Investment Advisory Services Offered Through ValMark Advisers, Inc. an SEC Registered Investment Advisor. 130 Springside Drive, Akron, Ohio 44333-2431 800-765-5201. The Matrix Financial Group is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
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FINRA BROKER CHECK

NOTICE TO NEW YORK INSURANCE AND ANNUITY CONTRACT HOLDERS

On, April 15, 2020, the New York Department of Financial Services (DFS) published an emergency regulation concerning the deferral of premium payments for both life insurance and annuity contracts.
  • The model DFS policyholder notice is available on the DFS’s website at this link: NY Model Policyholder Notice
  • Additional guidance is available on the DFS’s website at this link: Additional DFS Guidance