Letter from the CEO
CHANGE provides the opportunity for positive transformation and growth. At Cornerstone, we not only welcome change, but we see it as an important component in our firm's evolution. By reshaping our firm as we grow, we can innovate the way we do business, and increase our depth of knowledge to enhance the life insurance strategies we bring to clients and their families nationwide.
By embracing change last year, our firm implemented life insurance solutions for nearly 35 families/business owners, which earned our firm a spot as
one of the top 25 M Financial Group Member Firms in the country (measured by production).
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Life Settlement Case Study
A life settlement may be a valuable financial option for policyholders who no longer have a need for their life insurance policies or can no longer afford the premiums. Instead of lapsing or surrendering a policy, qualified policy owners can essentially cash in a life insurance policy in a secondary market to receive the fair market value for it, which may be significantly higher than the policy's cash surrender value.
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Underwriting Hot Topic: Aviation
Aviation is a hobby that has great appeal to individuals with high net worth, since the ability to pilot one's own plane provides flexibility when planning professional and personal travel. For instance, many celebrities choose to become pilots to avoid commercial flights and for the luxury of being able to fly at their convenience. However, it is important to remember that there are many risks associated with aviation that must be considered when these individuals apply for life insurance.
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The Evolution of Long Term Care Insurance
Long Term Care (LTC) is a set of services required for someone who suffers from a chronic illness or may be part of an accident that renders them physically or mentally unable to care for themselves. Research shows that at least 70 percent of people over 65 will need long term care services and support at some point in their lifetime.
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Raymond Nash CEO & Principal E-Mail 
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Larry Rothstein,CLU,AEP
Senior Advisor
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Nicholas Bellon
Senior Advisor
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Securities and Investment Advisory Services offered through M Holdings Securities, Inc.
A Registered Broker/Dealer, Member FINRA/SIPC
Cornerstone Consulting Group, LLC is independently owned and operated.
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