Jeff Dattolo

Background

About Jeff Dattolo

CPA’s and Trust Attorneys come to me for an independent audit of trust owned life insurance. Based on 5 factors. 1) financial strength and claims paying ability of company, 2) cost competitiveness and pricing style, 3) pricing stability, 4) relative value, and 5) cash value allocation options. Advisors come to me when they: Realize there not sure how policy is performing & will it maintain original goal of grantor Want to compare & analyze the projected premiums, death benefits, cash surrender values and riders of current policy and proposed policy(ies) Want to protect themselves from legal liability and show their clients that they are diligently focused on their interest The landscape has changed for trustees, with The Uniform Investor Act (UPIA) Fiduciary management of life insurance. National survey conducted by Harris Poll 2014 & Elder and Special Needs Law Journal -2014 found the following: 90% Managed by private trustees of which 70% have not been review 10% Managed by professional trustees of which 83% admit to not meeting (UPIA) guidelines 60% think the policy terms are “set in stone” 44% do not view their life insurance policy as a financial asset or investment, like their 401(K) Within a few months of meeting you’ll will have: Independent report to help document compliance with Uniform Prudent Investor Act (UPIA) Have a procedure in place for the evaluation of life insurance Recommendation & Action Plans If you're ready for a plan to put you at ease, then let's chat: direct calendar https://calendly.com/jdattolo-2/30min I maintain FINRA,6, 7, 63, 65 securities registrations as well as Life, Accident & Health Insurance Licenses. CA Insurance License #0L12374 Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Madison & Main Advisors, LLC is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance