Good Financial Group

We bring together the necessary resources based on your unique financial needs and offer services for accumulating wealth for retirement, managing wealth in retirement, insurance analysis & planning, as well as risk managed investment optimization.

At Good Financial Group, we believe successfully reaching your goals requires consistent advice and a customized plan that manages not only the opportunities, but also the risks that you may encounter. Our purpose is to help you simplify your life. We listen. We care. That is what sets us apart. Good Financial Group is locally-owned and based in the Greater New Orleans area. Because we are independently-owned, we are not tied to any one company, product or provider. We guide you according to the priorities you establish, and then help you tailor and integrate the appropriate strategies for each phase of your financial life. We bring together the necessary resources based on your unique needs and deliver them with objectivity and personal service. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor, 130 Springside Drive, Akron, OH 44333-2431 * 800-765-5201. Good Financial Group, LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

With the 2017 Tax Act change in estate tax exemptions, some of your clients may no longer need their estate planning life insurance. Read how one client used a life settlement to sell his policies for over 60% of the face value.

https://connect.valmarkfg.com/docs/default-source/valmark/lscs113-case-study---estate-tax-change-removes-need-for-life-insurance.pdf?sfvrsn=6dcba4d_6

What is the impact of prolonged low-interest rates on the U.S. life insurance industry? Find out in an article written by Larry J. Rybka, President and CEO of our partner, Valmark Financial Group.

http://files.constantcontact.com/2ad8cb19401/b750eeea-98e9-48e4-a468-12678cbc55f1.pdf?ver=1519056711000

valmarkfg.com

Life Assurance 360™ – ValMark Financial Group

Our Life Assurance 360™ process is a goals-based process for designing, implementing, and managing life insurance plans. The process educates individuals about the trade-offs of life insurance throughout the case design process, provides private underwriting services, and creates a plan for ongoing management. Click below to learn more...

valmarkfg.com Leveraging Valmark’s 50+ years of experience providing life insurance, LA 360™ revolutionizes the planning process for life insurance professionals.

Our Life Settlement Advocacy Program™ is designed to guide us through a life settlement transaction and to ultimately provide the highest level of value for our policies. The LSA Program™ offers a variety of support tools and systems to help us complete each of the necessary steps involved in a life settlement transaction. Learn more by reviewing an introduction of Life Settlements from our strategic back office partner.

https://connect.valmarkfg.com/docs/default-source/valmark/intro-to-life-settlements.pdf?sfvrsn=8d62b44d_8

youtube.com

Valmark PMC

Often times, the only person managing an in-force policy is the policy owner who is generally not equipped to fill such a role. View our 3-minute video on how we are partnering with the Policy Management Company for ongoing management and monitoring services for our clients’ in-force policies.

Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services Offered Through Valmark Advisers, Inc. a SEC Registered ...

media-exp1.licdn.com

After many years in the life business, I increasingly agree with what Andrew Carnegie said... "As I grow older, I pay less attention to what men say. I just watch what they do." The corollary in life insurance should be that we should pay more attention to actual product results than illustrations. Below is an example that looks back at real inforce policies. Titled "Tale of Two Policyholders", it shows why in today's low interest rate environment, it is simply impossible for insurance professionals to consistently bring the best solutions to the market or meet clients' best interests without access to variable life products.

media-exp1.licdn.com

investmentnews.com

Rules for claiming Social Security at 70 - InvestmentNews

Do you know the rules for claiming Social Security at 70? Read the article below on how some individuals’ benefits will begin automatically while others will have to take action. #SocialSecurity

investmentnews.com Some individuals' benefits will begin automatically; others have to take action.

youtube.com

LIMRA Unplugged Episode 10 - An In-Depth Look at the Retirement Income Market

Listen below on how the sources of income in retirement are changing... #Retirement

LIMRA Secure Retirement Institute (LIMRA SRI) research shows there are 50.5 million retirees in the United States and that number will grow 40 percent by 203...

youtube.com

ARC Plan

For many clients, the task of building a retirement plan may seem overwhelming and complex. What’s missing is a clear process for how to build it properly. View this short video to learn more about our ARC (Achieving Retirement Clarity) process and how we help clients accumulate wealth for retirement.

youtube.com

RISK Plan

Designed to help simplify the complexity of retirement income planning, our RISK Process™ uses a wide array of customizable tools to help guide our clients through an organized and holistic planning process for managing their wealth in retirement. View this short video to learn more…

valmarkfg.com

Private Underwriting Risk Evaluation (PURE) – ValMark Financial Group

Our Private Underwriting Risk Evaluation (PURE) process gathers and evaluates underwriting evidence while protecting the identity and insurability of our most important clients. By having more risk assessment tools at our disposal, underwriters from our back-office are better able to anticipate underwriting roadblocks and proactively negotiate solutions. Click below to learn more about our PURE process...
http://www.valmarkfg.com/site/project/private-underwriting-risk-evaluation-pure/

valmarkfg.com With our PURE process, Valmark underwriters gather a suite of underwriting evidence while protecting the identity and insurability of high-end clients.

cnbc.com

This source of tax-free cash can sweeten or ruin your retirement

Using a life insurance policy to supplement retirement income can be a valuable strategy when properly designed and managed. Too often, however, agents fail to understand the execution risks in these types of plan designs. Such risks can be addressed and overcome through expertise, ongoing monitoring, and adaptation of the policy over time, all services provided by our strategic back partner. See this recent CNBC article on experts weighing in on the benefits and risks of using life insurance for retirement planning.

cnbc.com You just might have a pot of tax-free cash among your assets. It's your permanent life insurance policy. Here's the right way and the wrong way to use it.

bestmoneymoves.com

Reduce Financial Stress with This Type of Insurance | Best Money Moves

What type of insurance can help reduce financial stress? Find out below...

bestmoneymoves.com

rz.mdrt.org

Find clients by connecting

How do you find clients you want to work with? Listen to Walter Bond, once a professional athlete and now a financial advisor, to see how you can find clients by connecting….

Former athlete turned motivational speaker explains the key to success in any industry. He describes how financial advisors are in the people business and why what you’re saying can prevent you from acquiring clients.

onefpa.org

Long-Term Care Insurance: Comparisons for Determining the Best Options for Clients

What are some of the best options for clients when it comes to Long-Term Care Insurance? To find out, check out an article co-authored by individuals from our strategic back-office partner.

onefpa.org

imdrt.org

Help clients understand their needs

While clients may give many reasons not to buy life insurance, here is how to help them recognize its value... #LifeInsurance

imdrt.org While clients may offer plenty of reasons they don’t want to buy life insurance, advisors strive to help them recognize its value.

investmentnews.com

Rules for claiming Social Security at 70

Do you know the rules for claiming Social Security at 70? Read the article below on how some individuals’ benefits will begin automatically while others will have to take action. #SocialSecurity

investmentnews.com Some individuals' benefits will begin automatically; others have to take action.

prnewswire.com

Valmark Policy Management Company Recognized For Innovative Approach To Managing Life Insurance Policies

Our partners’ innovative approach to managing in force life insurance policies is changing the advisor-client relationship experience and helping us deliver on our promises to our clients…

prnewswire.com /PRNewswire/ -- Valmark Financial Group is excited to announce that Michael Michlitsch, Director, Valmark Policy Management Company (VPMC), has been recognized...

investmentnews.com

Advisers hold key to financial security

Clients that work with a financial adviser feel twice as financially confident and retirement-ready as consumers who go it alone, according to research…

investmentnews.com Clients feel twice as financially confident and retirement-ready as consumers who go it alone, research finds

connect.valmarkfg.com

connect.valmarkfg.com

Clients in retirement are increasingly concerned about the rising costs of long- term care. Read how a life settlement provided the necessary liquidity to address the long-term care concerns of an elderly widow.

connect.valmarkfg.com

connect.valmarkfg.com

connect.valmarkfg.com

Do you have a client whose term policy is nearing its end? Think twice before you let it lapse. Learn how one man used a life settlement to recoup his total premiums paid plus nearly half of the policy’s face value.

connect.valmarkfg.com

imdrt.org

Sell more life insurance with these revealing questions | MDRT Blog

Only 60% of Americans have life insurance. Ask yourself these key questions to see if you are missing this important component in your overall financial plan... #LifeInsurance

imdrt.org Why aren’t people banging down your door in their quest for a secure financial future for their loved ones? Maybe it’s because it takes more than facts and figures to motivate people to make financial decisions.

etftrends.com

Avoid a Busted Portfolio With An ETF, Index Based Strategy

Avoid a busted portfolio with an ETF, Index-based strategy….

etftrends.com Anyone who has ever entered a March Madness bracket pool for the NCAA tournament knows the feeling – it doesn’t take long before the teams you’ve picked to win start to lose – and your bracket fills up with red.

msn.com

Universal life insurance, a 1980s sensation, has backfired

If your clients purchased a Universal Life Insurance Policy between 1980 and 2006, they should have their policies reviewed immediately. Click below to read The Wall Street Journal’s eye-opening expose of these policies.

msn.com A long decline in interest rates caused premiums to soar when they were supposed to stay level, trapping retirees and forcing many to drop coverage. ‘These life policies were quicksand,’ says one 85-year-old customer.

investmentnews.com

Cure for financial illiteracy? Teach them when they're young

Most consumers can't answer the most basic questions about credit and debt, or saving and investing. The below article provides an interesting look at how to enhance financial literacy, especially in young people.

investmentnews.com Advisers can help clients fight this plague at home.

connect.valmarkfg.com

connect.valmarkfg.com

Do you have clients who no longer want their life insurance policies due to unaffordable premiums, retirement, business sale, liquidity needs, or changes in estate taxes? Here’s a quick reference guide to determine if they might be eligible for a life settlement.

connect.valmarkfg.com

connect.valmarkfg.com

connect.valmarkfg.com

No longer need or want your life insurance policy? Now, even healthy insureds may qualify for a cash-back life settlement. See if your policy may be eligible.

connect.valmarkfg.com

connect.valmarkfg.com

connect.valmarkfg.com

Read how the Policy Management Company uncovered a missing loan repayment in one client's situation and were able to restore the client's life insurance death benefit and guaranteed coverage to their original values.

connect.valmarkfg.com

insurancenewsnet.com

Meet Your 2023 Advisory Clients: Trending Younger - InsuranceNewsNet

For those who still believe next-generation wealth is a generation away, check out this stat: ”By 2023, 41 percent of all clients will be Gen Xers or millennials.” Read more below to see why advisors need to rethink their approach to finding both talent and clients…

insurancenewsnet.com Millennials and GenXers are going to comprise a much larger piece of the client pie by 2023, according to a new survey. On the flip side, baby boomers and older clients will decline in numbers. Advisors need to learn strategies to appeal to the trending youth, experts say.

connect.valmarkfg.com

connect.valmarkfg.com

Have your clients suddenly been hit with skyrocketing increases in their life insurance premiums? Read how one client’s premium increased to nearly 4X the original cost and how a life settlement helped him recoup 60% of the face value.

connect.valmarkfg.com

thinkadvisor.com

Cybersecurity Is Still Advisors' Top Compliance Worry: IAA Poll | ThinkAdvisor

According to this article from ThinkAdvisor, cybersecurity remains a top compliance concern by advisors. Check out all the latest measures our strategic partner has in place to support and protect our clients from a cybersecurity standpoint.

thinkadvisor.com Other notable concerns are the SEC’s Advertising Rule and new Form ADV disclosures.

Why do business owners procrastinate or hesitate about offering a life insurance benefit to their key executives? Some of the reasons we've observed during our decades of working with business owners include:

- Too much of a hassle having to get a physical exam
- It costs too much for older executives
- Executives can't take their policies with them when they retire
- Insurance premiums may increase over time

We've just come across some good news for business owners who may have hesitated due to these reasons. There's a new term life policy designed specifically for key executives and buy-sell agreement coverage. Most importantly, there's no medical exam required if the executive qualifies as actively at work.

advisornews.com

Financial Fitness: A 2019 Financial To-do List:

Now is just a good of time as any to start investing, saving and budgeting. Read more on becoming financially fit in 2019.

advisornews.com In 2019, the yearly contribution limit for a Roth or traditional IRA rises to $6,000. Your modified adjusted gross income may affect how much you can put into a Roth IRA: singles and heads of household with MAGI above $137,000 and joint filers with MAGI above $203,000 cannot make 2019 Roth contribut...

fa-mag.com

Universal Life Insurance: Past Its Prime?

With interest rates so low, have Universal Life Insurance policies passed their prime? Click here to read an article quoting the CEO of our partner, Valmark Financial Group...

fa-mag.com Low interest rates have burned universal life holders, but some advisors still see advantages.

youtube.com

Good Financial Group

Check out this short 2 minute video to learn more about why we feel a long-term, diversified investment portfolio strategy, based on individual objectives, risk tolerance and time horizon is the best strategy for helping our clients achieve their goals.

Good Financial Group

Our Company

At Good Financial Group, we believe successfully reaching your financial goals requires consistent advice and a customized plan that manages not only the opportunities, but also the risks that you may encounter. Our purpose is to help you simplify your life. We listen. We care. That is what sets us apart.

Good Financial Group is locally-owned and based in the Greater New Orleans area. Because we are independently-owned, we are not tied to any one company, product or provider. We guide you according to the priorities you establish, and then help you tailor and integrate the appropriate strategies for each phase of your financial life.

We bring together the necessary resources based on your unique needs and deliver them with objectivity and personal service.

Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. Investment advisory services offered through ValMark Advisers, Inc., an SEC Registered Investment Advisor, 130 Springside Drive, Akron, OH 44333-2431 * 800-765-5201. Good Financial Group, LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.. This email message, and any attached files, are confidential and intended for the sole use of the addressee(s) named above. If you are not the intended recipient, or person responsible for delivering this confidential communication to the intended recipient, you have received this communication in error. Any review, use, dissemination, forwarding, printing, copying, or other distribution of this email message, and any attached files, is strictly prohibited. If you have received this confidential communication in error, please notify the sender immediately by reply email and permanently delete the original message. Any opinions, projections, or recommendations contained in this email are subject to change without notice. They are not intended as individual investment, tax, or legal advice. Please consult your tax and/or legal advisor for further advice.

Want your business to be the top-listed Finance Company in Metairie?

Click here to claim your Sponsored Listing.

Location

Telephone

Address


3445 N. Causeway Blvd, Ste-903
Metairie, LA
70002

Opening Hours

Monday 08:30 - 17:30
Tuesday 08:30 - 17:30
Wednesday 08:30 - 17:30
Thursday 08:30 - 17:30
Friday 08:30 - 17:30
Other Insurance Brokers in Metairie (show all)
CBD Wealth Management CBD Wealth Management
3000 21st St
Metairie, 70002

CBD Wealth Management coordinates the financial affairs of a select group of families and small businesses across the Southeast.

Great Southern Insurance Great Southern Insurance
911 Veterans Memorial Blvd. Suite 203
Metairie, 70005

Great Southern Insurance understands that each business is unique. Our knowledgeable staff will design an insurance program for your business needs today and prepare you for all the challenges of the future.

Eagan Insurance Agency Eagan Insurance Agency
2629 N Causeway Blvd
Metairie, 70002

Founded in 1954. Family to Family, Business to Business Offices in: Metairie, LaPlace & Covington, Louisiana Pass Christian, Mississippi

Financial Consulting Group, Inc Financial Consulting Group, Inc
111 Veterans Memorial Blvd, Ste 1506
Metairie, 70005

Tikia Consulting Group, Inc. Tikia Consulting Group, Inc.
3525 N Causeway Blvd, Ste 815
Metairie, 70002

35+ years experience in the health care industry focus in group products such as Medical, Dental, Vision, Life, Disability, Worksite, and Key-Man Insurance

TWFG - Messina Insurance Services TWFG - Messina Insurance Services
1100 Clearview Pkwy
Metairie, 70001

Levering 20+ years of experience to customize an insurance policy that is right for you.

Lastrapes Insurance Agency Lastrapes Insurance Agency
110 Veterans Memorial Blvd. Ste 110A
Metairie, 70005

Insuring South Louisiana for Over 35 Years. www.lastrapesinsurance.com

AllPro C&R Insurance Agency LLC AllPro C&R Insurance Agency LLC
4407A Veterans Memorial Blvd
Metairie, 70006

Independent Insurance Agency and Notary Public

Dan Burghardt Insurance Agency Dan Burghardt Insurance Agency
3008 David Dr
Metairie, 70003

Dan Burghardt Insurance Agency is an independent insurance agency locally owned and operating in the New Orleans Metro area.

TWFG Insurance Services - Dylan Hamel, Licensed Insurance Agent TWFG Insurance Services - Dylan Hamel, Licensed Insurance Agent
4424 Transcontinental Dr Suite B
Metairie, 70006

Licensed Insurance Agent specializing in Home, Auto, and Flood Insurance. We also insure motorcycles, RVs, ATVs, and boats. Call today for a free quote!

Foundation Insurance Group LLC Foundation Insurance Group LLC
2920 Kingman St, Ste 118
Metairie, 70006

Need Insurance? Not sure where to look for it? Foundation Insurance Group offers a wide variety of insurance to fit your needs.

A insurance depot of La A insurance depot of La
3125 49th St
Metairie, 70001

a insurace depot offers a FREE Quote on Home, Auto, Health, Life, and Commercial. We are a small independent agency looking to serve the Louisiana area.