Happy Easter from Fulcrum Part

Easter Wishes from Fulcrum Partners

Fulcrum Partners Fulcrum Partners NEWS

Happy Easter. Happy Passover. From all of us at Fulcrum Partners   Advisory services offered through CapAcuity LLC and Valmark Advisers, Inc. SEC Registered Investment Advisors. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fulcrum Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

Retirement Means Living the Life You Choose

Coach Harrick Will Tell You: Retirement Means Living Life on Your Own Terms

Fulcrum Partners Fulcrum Partners NEWS, Leadership

For a man that loves the game of basketball, you might think that thirty-plus years of college coaching, taking Division I college teams to the NCAA tournament 16 times, and winning it all by leading UCLA to the National Championship in 1995 would be enough. You might think Coach Jim Harrick would look back on his many legendary accomplishments and …

AALU Doubles Membership Congrats from Fulcrum Partners

Congratulations AALU on Doubling Membership

Fulcrum Partners Fulcrum Partners NEWS, Leadership

Earlier this month, the American Association of Life Underwriters (AALU) announced that by reaching a membership level of more than 4,000 entrepreneurial financial security professionals, the association has now doubled its membership. Many of the managing directors at Fulcrum Partners are members of AALU and we are proud to share AALU’s recent announcement. AALU Doubles Membership Washington, D.C. – AALU today announced …

Fulcrum Partners Welcomes 2019 and a New Year Filled with Opportunity

Fulcrum Partners Fulcrum Partners NEWS

The nationwide team at Fulcrum Partners wishes you and your family a bright and bountiful New Year. Celebrate, make resolutions, reminisce, and look optimistically ahead. And remember that within each new day is the inherent opportunity to start fresh once again. Happy New Year!       Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431, …

A Time for Reflection: Paul Steven Murray

Fulcrum Partners Fulcrum Partners NEWS

As 2018 winds to a close, we reflect with great sadness on the loss of Paul Steven Murray, a Managing Director at Fulcrum Partners. February 3, 1967 – November 14, 2018 Fulcrum Partners joins all who knew and loved Paul Murray in mourning his passing. Paul joined the Fulcrum Partners team in 2016 as a Managing Director. Previously, he had …

Steve Broadbent Remembers President George H. W. Bush

Fulcrum Partners Fulcrum Partners NEWS

Fulcrum Partners joins the nation and the world as we mourn the loss of President George H. W. Bush and honor his legacy of service. Steve Broadbent is a Fulcrum Partners Managing Director in Atlanta. Before becoming part of the Fulcrum Partners team, Steve was the Deputy Assistant Secretary for the U.S. Department of the Treasury, appointed by President George …

Tax Reform Elevates Split Dollar Arrangements As Incentive Plan

Tax Reform Elevates Split Dollar Arrangements As Incentive Plan

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

Many of you have likely been asked for guidance in determining strategies to attract, retain, and reward key individuals within a tax-exempt organization. Split dollar life insurance arrangements, where the employer advances policy premiums via a loan to the insured executive participant in exchange for an interest in the policy cash value and death benefit until the loan is repaid, …

Happy Hanukkah from Fulcrum Partners

Seasons Greetings and Happy Hanukkah

Fulcrum Partners Fulcrum Partners NEWS

Warmest wishes for a wonderful Hanukkah from everyone at Fulcrum Partners LLC. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431, Tel: 1-800-765-5201. Investment Advisory Services offered through Valmark Advisers, Inc., which is a SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

Happy Thanksgiving from All of Us at Fulcrum Partners

Fulcrum Partners Fulcrum Partners NEWS

We wish you and your family safe travels, memorable moments, and a very Happy Thanksgiving Holiday. May the good things of life be yours in abundance, not only at Thanksgiving but throughout the coming year. The Team at Fulcrum Partners Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431, Tel: 1-800-765-5201. Investment Advisory Services …