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    • Our Process
    • Our Team
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  • Personal Planning
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      • Life Assurance 360
      • Underwriting Advocacy
      • Policy Management
      • Life Settlements
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      • Achieving Retirement Clarity
      • Retirement Income Survival Kit
    • Asset Management
    • Legacy Planning
    • Other Services
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Fact Finding

Home / Tab Slider / Fact Finding

Fact Finding

By Stever
 Posted September 30, 2016
 In
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Stever
Stever
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.
sipc.org finra.org
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
Underwriting Advocacy