Your financial advisor is committed to helping you find the best solutions for achieving your financial goals. To better serve you, Northbound Wealth, has recently joined DPL Financial Partners (“DPL”), an insurance platform providing low-cost, Commission-Free insurance and annuities from some of the nation’s leading insurance carriers. As a client of Northbound Wealth, these solutions are now available to you, and when used effectively, can provide unique benefits to your financial plan.
Historically, these types of products have only been available on a commissioned basis, which undermines client value through high costs, hidden fees, and complex features. The insurance and annuities available through DPL are Commission-Free, meaning they’re designed with the investor in mind and are meant to complement the strategies your advisor is using in your portfolio.
These low-cost, Commission-Free insurance and annuity products can help deliver important benefits when used appropriately in a holistic financial plan, including:
- Guaranteed lifetime income*
- Principal protection from market downturns
- Life insurance
- Tax deferral
- Legacy planning
Please contact Brent Foster, CEO of Northbound Wealth to learn more about DPL and how we can deliver Commission-Free insurance solutions to help you achieve your financial goals.
You may schedule a complimentary review of your existing annuities or financial situation with Brent by clicking this link:
https://calendly.com/northboundwealth or by calling 317-399-1107.
*Guarantees are based on the claims paying ability of the insurance company. Additional fees may apply.
Brent Foster, CEO
I have built my business on integrity and service. The greatest gift I can receive is the referral of friend and family.
Please note that NWM must verbally confirm wire transfer request information received by e-mail. Additionally, for your protection, please password protect any documentation containing personally identifiable information (including tax identification numbers, dates of birth or account numbers) that you send by e-mail to NWM. If you need assistance in this regard, please contact us.
Please notify us if you are not receiving statements directly from your account custodian on at least a quarterly basis.
This message contains confidential information and is intended solely for the individual(s) named. If you are not a named addressee, you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this message by mistake, and delete this e-mail from your system. E-mail transmission cannot be guaranteed to be secure or error-free as information could be intercepted, corrupted, lost, destroyed, arrive late or incomplete, or contain viruses. The sender therefore does not accept liability for any errors or omissions in the contents of this message which arise as a result of e-mail transmission. If verification is required, please request a hard-copy version. Northbound Wealth Management, LLC | 9247 N. Meridian Street, Suite 206, Indianapolis, IN 46260.