Dear WSP Family & Friends,
When was the last time you updated your life insurance coverage or the beneficiaries designated to receive the proceeds of your policy? Many life insurance policies are based on outdated mortality tables and could be costing you money and benefits.
Let our team help review and update your life insurance policy. We can update old policies based on newer mortality tables to ensure they are priced correctly and provide the right financial protection.
Reply to this email or give our office a call if you would like to discuss your policy.
Paul C. Allen
CFP®, MS | President
Reminder: Medicare open enrollment ends December 7th!
Choosing a Medicare plan can be complex and varies based on each person’s unique situation. Our team can help you navigate these important decisions. Raymond James has a close relationship with ClearMatch. Through ClearMatch, you have complimentary and unlimited access to licensed agents who will compare different options specific to your needs and circumstances.
Contact Heather Beckwith today at firstname.lastname@example.org to arrange a call with a Medicare agent and learn more about how we make the planning process easy for you.
Paul Allen Named Member of Raymond James Financial Services’ Chairman’s Council for Fourth Consecutive Year
Our president and founder, Paul C. Allen, CFP®, MS, has once again been named a member of the Raymond James Financial Services’ 2023 Chairman’s Council, a distinction given only to a select few of advisors who demonstrated commitment to personal service and lead the largest revenue producing branches. This marks the fourth year Paul has received this prestigious recognition. Congratulations on this incredible achievement, Paul!
WSP hosts social security seminar
Thank you to those who attended our recent roundtable with Raymond James social security expert Katie Curtis, WMS. Katie discussed how Social Security affects retirement planning and answered great questions from our clients about how to best factor Social Security into their overarching financial plans. We are grateful to Katie for sharing her expertise and to our clients for the continued opportunity to help keep their financial houses in order.
Thank you to our amazing clients!
We love finding ways to thank our clients for the trust they place in our team to keep their financial houses in order. We recently hosted a dinner for several of them at Eddie V’s in downtown Nashville with our strategic partners at First Trust. It was a fantastic evening of delicious seafood and celebration of some of the people who make our work special!
Buenos dias, Spain! WSP president recently journeyed abroad for the 2022 Chairman’s Council retreat
Every year, a select group of financial advisors who lead the largest revenue-producing branches and demonstrate a commitment to personal service are invited to join the Raymond James Chairman’s Council. Paul Allen, CFP®, MS, has been named to the Chairman’s Council three years in a row. In October, Paul journeyed to Spain with other Chairman’s Council members as part of a special trip to recognize and celebrate the achievements of this distinguished group. They enjoyed delicious food, gorgeous architecture and lots of incredible sightseeing!