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Menu
  • About Us
    • Our Focus
    • Strategic Partners
    • Our Team
  • Executive Benefits
    • Overview
    • Deferred Compensation Plans
    • Supplemental Retirement Plans
    • Executive Life, Disability & Long-Term Care Plans
    • Golden Handcuffs
    • Phantom Stock Plans
    • Executive Financial Planning
  • Private Client Services
    • Overview
    • Retirement Planning
    • Investment Management
    • Risk Management
    • Long Term Care
    • Insurance Planning
    • Life Settlements
    • Legacy/Charitable Planning
  • Advisors
    • Technical Resources
    • Attorney Services
    • CPA Services
  • Resources
    • Articles
    • Speaker Programs

Case Studies

CASE STUDIES

  • Review Saves an Underperforming Policy
  • Insurance Review Uncovers Pending Policy Lapse
  • Review Maximizes the Value of a Policy that Would have Otherwise Lapsed
  • Reduced Guarantee due to Rounding Error
  • Subaccount Allocation Affects Policy Performance
  • What to Do With Estate Planning Insurance That Is No Longer Needed (Life Settlements)
  • Review Rescues Conversion Privilege
  • The Case of the Missing Loan Repayment
  • Premium Spike Prompts Widow To Sell Policy
  • Review Uncovers Carrier Mistake and Prevents Policy Lapse

ARE YOU READY TO GET STARTED? CONTACT US TODAY!

GET IN TOUCH

PROVIDENCE, RI OFFICE

MacArthur Financial
340 Broadway, Suite 8
Providence, RI 02909
T: 401-382-0900
F: 203-909-6535
E: info@macarthurfinancial.com

PLAINVILLE, MA OFFICE

Trove Private Wealth
72 Taunton, MA 02762
www.troveprivatewealth.com

Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC Investment Advisory Services Offered Through Valmark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Akron, Ohio 44333. 1-800-765-5201. MacArthur Financial and Trove Private Wealth are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. MacArthur Financial, Trove Private Wealth, Valmark Securities, Inc. and Valmark Advisers, Inc. do not provide legal or tax advice.

Customer Relationship Summary (CRS)

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