Posts tagged with retirement planning

Christian Stanley announces reverse-life insurance

November 10th, 2009

In these tough economic times, people need all the help they can get.  Christian Stanley Inc. has stepped up to the plate and has created Reverse-Life Insurance. This is a new financial planning tool that enables senior citizens to receive a substantial lump-sum of cash in exchange for a life insurance policy that is not needed, wanted, or affordable.

Daniel C.S. Powell, Chairman  & CEO, explains, “In today’s economic crisis, senior citizens are impacted the most because they are already on a fixed income.  Our core service is to use Reverse-Life Insurance as a financial planning tool to empower senior citizens across America.”

Christian Stanley also underwrites mutual funds that are based upon Reverse-Life Insurance.  This enables investors to earn returns of 12% per annum and circumvent the risk of investing in stocks, bonds, real estate, commodities, and derivatives.

Christian Stanley has recently formed a partnership with Goldman Sachs Credit Services and Longmore Capital in the Reverse-Life Insurance marketplace and with Cantor Fitzgerald in the Reverse-Life Insurance marketplace.

In addition to these changes, Robert Adams of Beverly Hills Insurance Finance Group joined Christian Stanley as a Managing Director in July, 2009.  Manny Nedwick, President of M. Nedwick Consulting, also joined Christian Stanley as an Investor Relations Manager.

The work Christian Stanley has done has been noticed.  Most recently, they have been awarded the ‘Heartbeat of America’ Award, presented by William Shatner in October 2009.  Christian Stanley is also is pleased to announce that its website has been updated to feature their interview with William Shatner.  Please visit www.ChristianStanley.com to learn more and to watch the interview.

Jonathan Castle, CFP®,ChFC® earns spot in “Guide to America’s Top Financial Planners”

April 13th, 2009

JACKSONVILLE, FL—For the 2nd straight year, Jon Castle, CFP®, ChFC®, has been included in the 2009 edition of Consumers’ Research Council of America’s “Guide to America’s Top Financial Planners.” This publication is presented annually by Washington, DC based Consumers’ Research Council of America, an independent research company that evaluates professional services throughout America.

The selection process is based on a point value system. Points are awarded for education, years in practice and affiliations with professional associations and organizations. To ensure unbiased selections, the Consumer’s Research Council does not accept fees, sponsorships, donations or advertising from financial planners, CPA’s or any financial institutions.

Jon graduated from the United States Military Academy at West Point and served as an officer in the U.S. Army until he entered the financial services industry in 1995. Mr. Castle is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Consultant Designation. His firm specializes in retirement planning, estate planning, and multigenerational wealth transfer techniques for high net worth clients and retiring business owners.

The “Guide to America’s Top Financial Planners” will be available to consumers via a new downloadable format at www.consumersresearchcncl.org

For the 2nd Straight Year – Local Advisor Named to the 2009 Edition of “Guide to America’s Top Financial Planners”

March 19th, 2009

March 18th, 2009 1:20pm
FOR IMMEDIATE RELEASE:

Cumberland, WI – For the second straight year Brian T. Niemann, CFP®, ChFC®, founder and president of Wealth Management Group, LLC, has been included in the “2009 Guide to America’s Top Financial Planners.” This publication is presented annually by Washington DC based Consumers’ Research Council of America.

The selection is based on a system that awards points for education, years in practice, and affiliations with professional associations and organizations. No fees, sponsorships, donations or advertising are accepted from financial planners, CPAs or any financial institutions to ensure an unbiased selection.

Consumers’ Research Council of America is an independent research firm, based in Washington D.C. that evaluates professional services throughout the country. The 2009 “Guide to America’s Top Financial Planners” will be available to consumers via a new downloadable format at:
www.consumersresearchcncl.org.

Wealth Management Group, LLC, established in 2002 is an independent financial services firm operated by Niemann located in Cumberland, WI. Brian entered the financial field in 1988, is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Consultant Designation. He specializes in retirement planning, estate planning, and multigenerational wealth transfer techniques for high net worth clients and retiring business owners.  To learn more about Mr. Niemann & Wealth Management Group, please view their site at www.LPL.com/Brian.Niemann.