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The CARES Process

The Comprehensive Annuity Review and Evaluation Service

The CARES Process is designed to educate contract holders about the products and features of their existing annuities. We use analytical tools developed and managed by Valmark’s nationally‐recognized team of annuity experts to complete a comprehensive review of your current annuities. Our goal is to determine if your current contract is efficiently and effectively meeting your long-term financial goals.

Following the review, you receive The CARES Report™, which provides education on your selected objective and highlights those features that have the largest impact on its achievement. By comparing your contract to a comparable benchmark product, we can help you decide whether or not the policy is meeting your goals sufficiently.

 

 

The CARES Process

TOOLS FOR RETIREMENT:

R.I.S.K.

ARC

FOCUSED PLANNING

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TOOLS FOR ASSET MANAGEMENT:

Life Assurance 360

TOPS

THE TOLI EXPERT SYSTEM

THE CARES PROCESS

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To get started

To get started, download the CARES™ Questionnaire below and contact our office to schedule a no-cost, no-obligation consultation with Bob Clower to review your information. • EMAIL • 508-477-2775

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CARES questionnaireCARES Questionnaire

Download the CARES questionnaire to help you get started.

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Financial and Retirement Planning serving retirees
on Cape Cod and Eastern Massachusetts