ViaForte

Wealth Strategy and Insurance Advisors

  • Who We Are
  • What We Do
  • What Sets Us Apart
  • Contact Us
  • For Clients
  • Who We Are
  • What We Do
  • What Sets Us Apart
  • Contact Us
  • For Advisors

Fee Schedule

Consulting/Review Fee Schedule

  1. Life insurance policy reviews
  • $800 for a permanent policy, $200 for every additional policy.
  1. Advanced Planning Consulting & Reviews- (Crummey Hanging Withdrawal Rights, Premium Financing, Split Dollar, Executive Compensation Plans, Estate Planning Documents, Business Documents)- Review of the actual plan design and policy’s funding the plan
  • $900 minimum, totals quoted on a projected project basis.
  • $300 minimum hourly rate

Insurance Underwriting & Product Placement

  1. Life Insurance- targeted commission or fee (no load products) as a % of death benefit is 1.5%. (Note: commissions may be more or less depending on age/ sex/ health rating of the clients, product guidelines and premium funding level and design. Only some life insurance products enable targeting of commissions paid. Most play a fixed dollar amount that is unchangeable.)
  2. Individual and group disability and LTC products- Individual Disability and Long-term care products generally pay a flat % of premium that is unchangeable. Group disability generally pays commissions up to 8% of first year premiums paid. Depending on the work involved we may charge commissions between 8 and 6% of first year premiums paid.

Brochure

ViaForte_Brochure_Advisors
1700 West 82nd St, Suite 180, Bloomington, MN 55431   P: 952 314 7300   F: 952 314 7299    Contact Us
© 2023 ViaForte. All Rights Reserved.

1700 W 82nd St, Ste 180, Bloomington, MN 55431
P: 952 314 7300   F: 952 314 7299   Contact Us

 
M Financial
 

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. ViaForte is independently owned and operated. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Details regarding our M Financial relationship can be found here: M Financial Relationship.

M Financial

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.
ViaForte is independently owned and operated.
Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
Details regarding our M Financial relationship can be found here: M Financial Relationship.

  • Who We Are
  • What We Do
  • What Sets Us Apart
  • Contact Us
  • For Advisors