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Life Insurance & Estate Planning
To help our Goldberg Clouse & Edgell provide you with the appropriate products and services, PartnersFinancial has carefully assembled a group of quality life insurance companies with diverse products and manufacturing strengths.

One of the advantages of this core carrier relationship is the creation of dedicated resource units (DRU's) that have been designed specifically for PartnersFinancial Member Firms. This gives our member firms a direct voice in the development of products and resources for you, the client.

The insurance companies' tax, legal, and plan design experts have developed strategies to help you make informed decisions about what product to purchase. Member Firms also have access to experts in estate and charitable tax planning, and product design.

Life insurance product decisions converge on two critical issues-suitability and performance. PartnersFinancial has pioneered client-friendly decision analysis with its proprietary Life Insurance Design Questionnaire and Variable Life Insurance Design Questionnaire. This allows Goldberg Clouse & Edgell to offer you a clear understanding of the conceptual goals behind different types of policies, reducing the range of product options to those most suitable to your specific objectives. You can evaluate how different assumptions affect product performance and can develop guidelines for choosing the right product.
Other Resources
PartnersFinancial has added several other proprietary resources, such as a Underwriting Advocate and specialized technology to help you find the right insurance product.

Working with our medical director, the PartnersFinancial Underwriting Advocate can negotiate favorable underwriting offers for our clients. Each client is evaluated based upon your unique medical situation rather than how you fit into a statistical model.

The Wealth Design Center, adds a new dimension to our life insurance resources. With this resource, Goldberg Clouse & Edgell can use WDC's specialized case design services to provide comprehensive and tactical planning to clients. This can help you minimize taxes, accumulate wealth, protect assets, manage risk, and more.
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 Goldberg, Clouse & Edgell • 5008 Pine Creek Drive Ste. B • Westerville, OH  43081 • Tel: (614) 895-0123 • Fax: (614) 895-0365 • Email: ric@gcellc.com

Securities offered through Kestra Investment Services (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services (Kestra AS). Goldberg Clouse & Edgell  is a member of PartnersFinancial a platform of NFP Insurance Services, Inc. (NFPISI). Goldberg Clouse & Edgell and NFPISI is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice.
 

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of  Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact Kestra IS Compliance Department at 512-697-6000.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, FL, GA, ID, IL, IN, KS, LA, ME, MD, MI, MS, NJ, NM, NY, OH, PA, RI, SC, TN and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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