Steve Broadbent of Fulcrum Partners Appointed by Gov. Kemp to Board of Community Affairs

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

PONTE VEDRA BEACH, FL — (May 30, 2019) Fulcrum Partners Managing Director Steve Broadbent has been appointed to the State of Georgia Board of Community Affairs. Georgia Governor Brian P. Kemp made the announcement on May 21, 2019. Steven Broadbent, who is a Managing Director at Fulcrum Partners executive benefits consultancy and heads the company’s Atlanta office, was sworn into …

Happy Memorial Day Weekend from Fulcrum Partners

Fulcrum Partners Fulcrum Partners NEWS

Wishing you a safe, happy Memorial Day weekend from Fulcrum Partners, executive benefits advisory. 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. Securities offered through Lion Street Financial, LLC, (LSF) member …

Happy Mothers Day from Fulcrum Partners

Honoring Mom on Mother’s Day

Fulcrum Partners Fulcrum Partners NEWS

Best wishes on Mother’s Day! From the nationwide team 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.

Fulcrum Partners Executive Benefits Represented at BDO Alliance USA Conference

Fulcrum Partners Fulcrum Partners NEWS

PONTE VEDRA BEACH, FL — (April 30, 2019) Managing Directors Bruce Brownell and G. Scott Cahill are representing Fulcrum Partners executive benefits consultancy at this week’s 2019 BDO Alliance USA Conference. The three-day event, which commenced April 29, 2019, is being hosted at the Cosmopolitan Las Vegas. In attendance are BDO Alliance USA member firms, respected BDO USA and International …

Fulcrum Partners Managing Directors to Speak at AALU Annual Meeting

Fulcrum Partners Managing Directors to Speak at AALU Annual Meeting

Fulcrum Partners Fulcrum Partners NEWS

(PONTE VEDRA BEACH, FL April 23, 2019)— The Association for Advanced Life Underwriting (AALU), will hold its annual meeting April 28-30, 2019, in Washington, D.C. The conference, known as TRANSFORM 2019, is a time of connecting, learning and advocacy for financial professionals who provide life insurance and retirement planning solutions to individuals, families and businesses. Fulcrum Partners Managing Director Steve …

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 …