{"id":988869,"date":"2022-07-29T08:59:57","date_gmt":"2022-07-29T15:59:57","guid":{"rendered":"https:\/\/acumeninsurancesolutions.com\/?page_id=988869"},"modified":"2022-08-01T14:05:02","modified_gmt":"2022-08-01T21:05:02","slug":"webinars","status":"publish","type":"page","link":"https:\/\/acumeninsurancesolutions.com\/webinars\/","title":{"rendered":"Webinars"},"content":{"rendered":"\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-l66nf5w3-8567e0fbd8da659e49d39cdf8e7f704b\">\n.avia-section.av-l66nf5w3-8567e0fbd8da659e49d39cdf8e7f704b{\nbackground-repeat:no-repeat;\nbackground-image:url(https:\/\/acumeninsurancesolutions.com\/wp-content\/uploads\/2022\/07\/new-webinar-thumbnial.png);\nbackground-position:50% 50%;\nbackground-attachment:scroll;\n}\n.avia-section.av-l66nf5w3-8567e0fbd8da659e49d39cdf8e7f704b .av-section-color-overlay{\nopacity:0.5;\nbackground-color:#0a0a0a;\n}\n<\/style>\n<div id='av_section_1'  class='avia-section av-l66nf5w3-8567e0fbd8da659e49d39cdf8e7f704b main_color avia-section-default avia-no-border-styling  avia-builder-el-0  el_before_av_section  avia-builder-el-first  avia-full-stretch avia-bg-style-scroll av-section-color-overlay-active av-minimum-height av-minimum-height-50 av-height-50  container_wrap sidebar_right'  data-section-bg-repeat='stretch' data-av_minimum_height_pc='50' data-av_min_height_opt='50'><div class=\"av-section-color-overlay-wrap\"><div class=\"av-section-color-overlay\"><\/div><div class='container av-section-cont-open' ><main  role=\"main\" itemprop=\"mainContentOfPage\"  class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-988869'><div class='entry-content-wrapper clearfix'>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-l66nesu8-e95bb280019bdbb0cce469cfe65f30b0\">\n#top .av-special-heading.av-l66nesu8-e95bb280019bdbb0cce469cfe65f30b0{\npadding-bottom:10px;\ncolor:#ffffff;\n}\nbody .av-special-heading.av-l66nesu8-e95bb280019bdbb0cce469cfe65f30b0 .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n.av-special-heading.av-l66nesu8-e95bb280019bdbb0cce469cfe65f30b0 .special-heading-inner-border{\nborder-color:#ffffff;\n}\n.av-special-heading.av-l66nesu8-e95bb280019bdbb0cce469cfe65f30b0 .av-subheading{\nfont-size:15px;\n}\n<\/style>\n<div  class='av-special-heading av-l66nesu8-e95bb280019bdbb0cce469cfe65f30b0 av-special-heading-h1 custom-color-heading blockquote modern-quote  avia-builder-el-1  avia-builder-el-no-sibling '><h1 class='av-special-heading-tag'  itemprop=\"headline\"  >Webinars<\/h1><div class=\"special-heading-border\"><div class=\"special-heading-inner-border\"><\/div><\/div><\/div>\n<\/div><\/div><\/main><!-- close content main element --><\/div><\/div><\/div><div id='av_section_2'  class='avia-section 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content main div --><\/div><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-3zzh596t-ab1dc53fc7fbf14b82a7e93e30731349\">\n.avia-section.av-3zzh596t-ab1dc53fc7fbf14b82a7e93e30731349{\nbackground-repeat:no-repeat;\nbackground-image:url(https:\/\/acumeninsurancesolutions.com\/wp-content\/uploads\/2022\/07\/bigstock-Majestic-Orange-Sunset-Over-Th-396230609-scaled.jpg);\nbackground-position:50% 50%;\nbackground-attachment:scroll;\n}\n.avia-section.av-3zzh596t-ab1dc53fc7fbf14b82a7e93e30731349 .av-section-color-overlay{\nopacity:0.5;\nbackground-color:#0a0a0a;\n}\n<\/style>\n<div id='av_section_3'  class='avia-section av-3zzh596t-ab1dc53fc7fbf14b82a7e93e30731349 main_color avia-section-default avia-no-border-styling  avia-builder-el-7  el_after_av_section  el_before_av_one_third  avia-full-stretch avia-bg-style-scroll av-section-color-overlay-active av-minimum-height av-minimum-height-custom av-height-custom  container_wrap sidebar_right'  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Autoclose: 1 --><\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_4'  class='avia-section av-34d8inb9-8d1a1283126a7e4fbd99f7486c8c1f6a alternate_color avia-section-default avia-no-border-styling  avia-builder-el-15  el_after_av_one_third  el_before_av_partner  avia-bg-style-scroll container_wrap sidebar_right'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-988869'><div class='entry-content-wrapper clearfix'>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-31n4rath-9d3eb3fbe8ace9c44f680db251e9da80\">\n#top .avia-testimonial-wrapper.av-31n4rath-9d3eb3fbe8ace9c44f680db251e9da80 .avia-testimonial-name{\ncolor:#d8a734;\n}\n.avia-testimonial-wrapper.av-31n4rath-9d3eb3fbe8ace9c44f680db251e9da80 .avia-testimonial-subtitle{\ncolor:#3d3d3d;\n}\n.avia-testimonial-wrapper.av-31n4rath-9d3eb3fbe8ace9c44f680db251e9da80 .avia-testimonial-link{\ncolor:#3d3d3d;\n}\n<\/style>\n<div  class='avia-testimonial-wrapper av-31n4rath-9d3eb3fbe8ace9c44f680db251e9da80 avia-slider-testimonials avia-slider-2-testimonials avia_animate_when_almost_visible av-large-testimonial-slider av-slideshow-ui av-control-default av-no-slider-navigation av-slider-hover-pause av-slideshow-autoplay av-loop-endless av-loop-manual-endless' data-slideshow-options=\"{&quot;animation&quot;:&quot;fade&quot;,&quot;autoplay&quot;:true,&quot;loop_autoplay&quot;:&quot;endless&quot;,&quot;interval&quot;:5,&quot;loop_manual&quot;:&quot;manual-endless&quot;,&quot;autoplay_stopper&quot;:false,&quot;noNavigation&quot;:false,&quot;bg_slider&quot;:false,&quot;keep_padding&quot;:&quot;&quot;,&quot;hoverpause&quot;:true,&quot;show_slide_delay&quot;:0}\">\n<section class=\"avia-testimonial-row\"><div class='avia-testimonial av-2tolaznp-ca424157a1950ee2cbcafa3983a91598 avia-testimonial-row-1 avia-first-testimonial flex_column no_margin av_one_half'><div class='avia-testimonial_inner'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia-testimonial-content '><div class='avia-testimonial-markup-entry-content'  itemprop=\"text\" ><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2108\" src=\"https:\/\/acumeninsurancesolutions.com\/wp-content\/uploads\/2022\/07\/fivestars.png\" alt=\"\" width=\"112\" height=\"20\" \/><\/p>\n<blockquote>\n<p>Acumen works with me and my team of advisors to design and place the life insurance policy.<\/p>\n<\/blockquote>\n<p>&#8220;I own a specialty electric business that caters to naval and maritime clientele. My unexpended demise would devastate the value of my company and prevent my family from reaping the benefits of my decades of hard work and sacrifice. At the suggestion of both my lawyer and my business consultant, David Jacobs of Acumen Insurance Advisors worked with me and my team of advisors to design and place the life insurance policy that has become a critical part of my overall business succession and estate plan. We still meet regularly to gauge my policy&#8217;s performance and make necessary changes. Acumen Insurance Advisors is the firm to work with for life insurance.&#8221;<\/p>\n<\/div><\/div><div class=\"avia-testimonial-meta\"><div class=\"avia-testimonial-arrow-wrap\"><div class=\"avia-arrow\"><\/div><\/div><div class='avia-testimonial-meta-mini'  itemprop=\"author\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/Person\" ><strong  class='avia-testimonial-name'  itemprop=\"name\" >Bill Potter<\/strong><span  class='avia-testimonial-subtitle av_opacity_variation'  itemprop=\"jobTitle\" >Owner, Potter Electric, National City, CA<\/span><\/div><\/div><\/div><\/div>\n<div class='avia-testimonial av-2qtlbc3p-a7dd405cdb9cb6354aa0cc1e34f6a4b7 avia-testimonial-row-1 flex_column no_margin av_one_half'><div class='avia-testimonial_inner'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia-testimonial-content '><div class='avia-testimonial-markup-entry-content'  itemprop=\"text\" ><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2108\" src=\"https:\/\/acumeninsurancesolutions.com\/wp-content\/uploads\/2022\/07\/fivestars.png\" alt=\"\" width=\"112\" height=\"20\" \/><\/p>\n<blockquote>\n<p>&#8220;I am enjoying the peace of mind that comes with knowing that my family is protected.&#8221;<\/p>\n<\/blockquote>\n<p>&#8220;Our family is fortunate to own and operate a network of car wash and auto care facilities throughout the northeast. Protecting our wealth for our children and grandchildren, of whom there are many, is paramount. We now have two generations of our family taking advantage of the expertise that David Jacobs and his team at Acumen Insurance Advisors provide. Even though the firm is headquartered on the west coast, we have found them easy to communicate and do business with. I am enjoying the peace of mind that comes with knowing that my family is protected. Thank you, Acumen.&#8221;<\/p>\n<\/div><\/div><div class=\"avia-testimonial-meta\"><div class=\"avia-testimonial-arrow-wrap\"><div class=\"avia-arrow\"><\/div><\/div><div class='avia-testimonial-meta-mini'  itemprop=\"author\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/Person\" ><strong  class='avia-testimonial-name'  itemprop=\"name\" >Dick Baright<\/strong><span  class='avia-testimonial-subtitle av_opacity_variation'  itemprop=\"jobTitle\" >Owner, Foam & Wash Car Washes, Tivoli, NY<\/span><\/div><\/div><\/div><\/div>\n<div class='avia-testimonial av-2ogipkat-b2efbe47de0c24fdcf7ce9992cbac857 avia-testimonial-row-1 flex_column no_margin av_one_half'><div class='avia-testimonial_inner'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia-testimonial-content '><div class='avia-testimonial-markup-entry-content'  itemprop=\"text\" ><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2108\" src=\"https:\/\/acumeninsurancesolutions.com\/wp-content\/uploads\/2022\/07\/fivestars.png\" alt=\"\" width=\"112\" height=\"20\" \/><\/p>\n<blockquote>\n<p>&#8220;They worked directly with me, my attorney and my accountant to customize and implement an intuitive wealth transfer and insurance plan that fit perfectly with my goals and objectives.&#8221;<\/p>\n<\/blockquote>\n<p>&#8220;Being in a service-oriented industry for over 40 years, I demand integrity, honesty, and a high level of expertise from my professional advisors. The team at Acumen Insurance Advisors, especially David, Scott and their staff, exceeded these expectations. As the owner of a family business and in a second marriage, my situation is not straightforward. They worked directly with me, my attorney and my accountant to customize and implement an intuitive wealth transfer and life insurance plan that fit perfectly with my goals and objectives. I recommend Acumen to anyone who wants to work with top-notch professionals in their field who always have their clients&#8217; best interests at heart.&#8221;<\/p>\n<\/div><\/div><div class=\"avia-testimonial-meta\"><div class=\"avia-testimonial-arrow-wrap\"><div class=\"avia-arrow\"><\/div><\/div><div class='avia-testimonial-meta-mini'  itemprop=\"author\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/Person\" ><strong  class='avia-testimonial-name'  itemprop=\"name\" >Mark Chapparone<\/strong><span  class='avia-testimonial-subtitle av_opacity_variation'  itemprop=\"jobTitle\" >Owner, Chapparone Auto Body, San Diego, CA<\/span><\/div><\/div><\/div><\/div>\n<div class='avia-testimonial av-2gkowccl-e2218e6488f457fe86610784eec13891 avia-testimonial-row-1 flex_column no_margin av_one_half'><div class='avia-testimonial_inner'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia-testimonial-content '><div class='avia-testimonial-markup-entry-content'  itemprop=\"text\" ><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2108\" src=\"https:\/\/acumeninsurancesolutions.com\/wp-content\/uploads\/2022\/07\/fivestars.png\" alt=\"\" width=\"112\" height=\"20\" \/><\/p>\n<blockquote>\n<p>&#8220;Since the partners have legal backgrounds, they understood how to properly design our coverage to accomplish my family&#8217;s wealth transfer planning objectives.&#8221;<\/p>\n<\/blockquote>\n<p>&#8220;As a practicing lawyer, I constantly come across professionals who claim to work in the life insurance field, but Acumen Insurance Advisors truly specializes in life insurance. Since the partners have legal backgrounds, they understood how to properly design our coverage to accomplish my family&#8217;s wealth transfer planning objectives. They also brought important issues to the table that my family did not originally consider. Due to changes in family dynamics, we had to make decisions that required significant changes to our policies, and Acumen helped every step of the way. I strongly recommend working with this firm.&#8221;<\/p>\n<\/div><\/div><div class=\"avia-testimonial-meta\"><div class=\"avia-testimonial-arrow-wrap\"><div class=\"avia-arrow\"><\/div><\/div><div class='avia-testimonial-meta-mini'  itemprop=\"author\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/Person\" ><strong  class='avia-testimonial-name'  itemprop=\"name\" >John Hullverson, Esq.<\/strong><span  class='avia-testimonial-subtitle av_opacity_variation'  itemprop=\"jobTitle\" >Partner, Emison Hullverson Law Firm, Tiburon, CA<\/span><\/div><\/div><\/div><\/div>\n<div class='avia-testimonial av-2dwy9zd1-850d4918b8b94310582f3b8570d174b4 avia-testimonial-row-1 flex_column no_margin av_one_half'><div class='avia-testimonial_inner'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia-testimonial-content '><div class='avia-testimonial-markup-entry-content'  itemprop=\"text\" ><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2108\" src=\"https:\/\/acumeninsurancesolutions.com\/wp-content\/uploads\/2022\/07\/fivestars.png\" alt=\"\" width=\"112\" height=\"20\" \/><\/p>\n<blockquote>\n<p>&#8220;I cannot emphasize enough how important it is to review your COLI and SERPs with the experts at Acumen&#8221;<\/p>\n<\/blockquote>\n<p>&#8220;Like many other credit unions, SAFE invested in Corporate-Owned Life Insurance (COLI) as a way to offset the cost of our benefits plans. Through Scott Hinkle and his team at Acumen Insurance Advisors, we came to learn that not all COLI is created equal. In our case, restructuring our COLI with Acumen will ultimately provide SAFE with a substantial increase in long term income from our original program. In addition, Acumen is now administering our existing Supplemental Executive Retirement Plans (SERPs), providing a level of service and insight that I have no experienced elsewhere. I cannot emphasize enough how important it is to review your COLI and SERPs with the experts at Acumen Insurance Advisors.<\/p>\n<\/div><\/div><div class=\"avia-testimonial-meta\"><div class=\"avia-testimonial-arrow-wrap\"><div class=\"avia-arrow\"><\/div><\/div><div class='avia-testimonial-meta-mini'  itemprop=\"author\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/Person\" ><strong  class='avia-testimonial-name'  itemprop=\"name\" >Dave Roughton<\/strong><span  class='avia-testimonial-subtitle av_opacity_variation'  itemprop=\"jobTitle\" >President & CEO, SAFE Credit Union<\/span><\/div><\/div><\/div><\/div>\n<div class='avia-testimonial av-2acuibid-a94ba302123a1f5ad91708bbb91c5902 avia-testimonial-row-1 flex_column no_margin av_one_half'><div class='avia-testimonial_inner'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia-testimonial-content '><div class='avia-testimonial-markup-entry-content'  itemprop=\"text\" ><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2108\" src=\"https:\/\/acumeninsurancesolutions.com\/wp-content\/uploads\/2022\/07\/fivestars.png\" alt=\"\" width=\"112\" height=\"20\" \/><\/p>\n<blockquote>\n<p>&#8220;We feel secure knowing that our needs will be met in the event that anything happens to either or both of us.&#8221;<\/p>\n<\/blockquote>\n<p>&#8220;We are both professionals in the world of high tech and life insurance has always been a key part of our financial planning. We feel secure knowing that our needs will be met in the event that anything happens to either or both of us. Life insurance provides a solid backup to meet our mortgage, medical, education for our kids, and other major expenses in case we are not around to continue providing for our family. Most of all, life insurance gives us peace of mind. We have known David Jacobs of Acumen Insurance Solutions for 20 years. He is an expert in the field, providing guidance, transparency, and, above all, a high level of trustworthiness. You can trust him with your life insurance needs, too!&#8221;<\/p>\n<\/div><\/div><div class=\"avia-testimonial-meta\"><div class=\"avia-testimonial-arrow-wrap\"><div class=\"avia-arrow\"><\/div><\/div><div class='avia-testimonial-meta-mini'  itemprop=\"author\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/Person\" ><strong  class='avia-testimonial-name'  itemprop=\"name\" >Steve and Mamatha Rosenbaum<\/strong><\/div><\/div><\/div><\/div>\n<div class='avia-testimonial av-23hmusw5-940a54d579820dd179c86807d3b66358 avia-testimonial-row-1 flex_column no_margin av_one_half'><div class='avia-testimonial_inner'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia-testimonial-content '><div class='avia-testimonial-markup-entry-content'  itemprop=\"text\" ><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2108\" src=\"https:\/\/acumeninsurancesolutions.com\/wp-content\/uploads\/2022\/07\/fivestars.png\" alt=\"\" width=\"112\" height=\"20\" \/><\/p>\n<blockquote>\n<p>&#8220;Real estate is my area of expertise and life insurance planning is his.&#8221;<\/p>\n<\/blockquote>\n<p>&#8220;David Jacobs coordinated with me, my mother, our CPA, and our attorney to design life insurance coverage to help fund our family\u2019s multi-generation tax and estate plan. David\u2019s legal background was of great value during our team\u2019s planning discussions. Many years later, when tax laws changed and our need for some of the insurance lessened, he helped us liquidate coverage for far more than we paid in premiums. Real estate is my area of expertise and life insurance planning is his. David can be trusted to help you and your family, too. &#8220;<\/p>\n<\/div><\/div><div class=\"avia-testimonial-meta\"><div class=\"avia-testimonial-arrow-wrap\"><div class=\"avia-arrow\"><\/div><\/div><div class='avia-testimonial-meta-mini'  itemprop=\"author\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/Person\" ><strong  class='avia-testimonial-name'  itemprop=\"name\" >Eric Murphy<\/strong><span  class='avia-testimonial-subtitle av_opacity_variation'  itemprop=\"jobTitle\" >President, ELM Enterprises<\/span><\/div><\/div><\/div><\/div>\n<div class='avia-testimonial av-1zywi491-189aae7eeecf6ade0c9400443f068ba4 avia-testimonial-row-1 flex_column no_margin av_one_half'><div class='avia-testimonial_inner'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia-testimonial-content '><div class='avia-testimonial-markup-entry-content'  itemprop=\"text\" ><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2108\" src=\"https:\/\/acumeninsurancesolutions.com\/wp-content\/uploads\/2022\/07\/fivestars.png\" alt=\"\" width=\"112\" height=\"20\" \/><\/p>\n<blockquote>\n<p>&#8220;David Jacobs and his team at Acumen Insurance Solutions stand out as nationally recognized life insurance experts&#8221;<\/p>\n<\/blockquote>\n<p>&#8220;As the owner of a life settlement company, I interact with life insurance agents from across the country every day. David Jacobs and his team at Acumen Insurance Solutions stand out as nationally recognized life insurance experts who are also a pleasure to work with. I have seen the level of trust that their clients place in them, and I recognize their ability to communicate honestly and effectively. When it comes to meaningful life insurance planning, you will have a great experience working with David Jacobs and Acumen Insurance Solutions.&#8221;<\/p>\n<\/div><\/div><div class=\"avia-testimonial-meta\"><div class=\"avia-testimonial-arrow-wrap\"><div class=\"avia-arrow\"><\/div><\/div><div class='avia-testimonial-meta-mini'  itemprop=\"author\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/Person\" ><strong  class='avia-testimonial-name'  itemprop=\"name\" >Lisa R.<\/strong><\/div><\/div><\/div><\/div>\n<div class='avia-testimonial av-1tzzm62t-3b33c2d6cdd04a4f4d5a89d0eaca2526 avia-testimonial-row-1 flex_column no_margin av_one_half'><div class='avia-testimonial_inner'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia-testimonial-content '><div class='avia-testimonial-markup-entry-content'  itemprop=\"text\" ><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2108\" src=\"https:\/\/acumeninsurancesolutions.com\/wp-content\/uploads\/2022\/07\/fivestars.png\" alt=\"\" width=\"112\" height=\"20\" \/><\/p>\n<blockquote>\n<p>&#8220;Not only does David assist me and my wife with our life insurance needs, but his depth of expertise and excellent communication skills make me feel comfortable&#8221;<\/p>\n<\/blockquote>\n<p>&#8220;As a practicing lawyer, I understand the importance of working with professionals who are knowledgeable and trustworthy. That\u2019s why I rely on David Jacobs with Acumen Insurance Solutions. Not only does David assist me and my wife with our life insurance needs, but his depth of expertise and excellent communication skills makes me feel comfortable when he is advising my mother on her coverage as well. You will have a great experience working with David.&#8221;<\/p>\n<\/div><\/div><div class=\"avia-testimonial-meta\"><div class=\"avia-testimonial-arrow-wrap\"><div class=\"avia-arrow\"><\/div><\/div><div class='avia-testimonial-meta-mini'  itemprop=\"author\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/Person\" ><strong  class='avia-testimonial-name'  itemprop=\"name\" >Will Griffith<\/strong><\/div><\/div><\/div><\/div>\n<div class='avia-testimonial av-1rrq9jb9-118f76cc13f201b2b8db7d651125b7d7 avia-testimonial-row-1 flex_column no_margin av_one_half'><div class='avia-testimonial_inner'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia-testimonial-content '><div class='avia-testimonial-markup-entry-content'  itemprop=\"text\" ><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2108\" src=\"https:\/\/acumeninsurancesolutions.com\/wp-content\/uploads\/2022\/07\/fivestars.png\" alt=\"\" width=\"112\" height=\"20\" \/><\/p>\n<blockquote>\n<p>&#8220;Not only does David assist me and my wife with our life insurance needs, but his depth of expertise and excellent communication skills make me feel comfortable&#8221;<\/p>\n<\/blockquote>\n<p>&#8220;As a practicing lawyer, I understand the importance of working with professionals who are knowledgeable and trustworthy. That\u2019s why I rely on David Jacobs with Acumen Insurance Solutions. Not only does David assist me and my wife with our life insurance needs, but his depth of expertise and excellent communication skills makes me feel comfortable when he is advising my mother on her coverage as well. You will have a great experience working with David.&#8221;<\/p>\n<\/div><\/div><div class=\"avia-testimonial-meta\"><div class=\"avia-testimonial-arrow-wrap\"><div class=\"avia-arrow\"><\/div><\/div><div class='avia-testimonial-meta-mini'  itemprop=\"author\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/Person\" ><strong  class='avia-testimonial-name'  itemprop=\"name\" >David Selig<\/strong><span  class='avia-testimonial-subtitle av_opacity_variation'  itemprop=\"jobTitle\" >CEO, Advice Dynamics Partners, LLC<\/span><\/div><\/div><\/div><\/div>\n<div class='avia-testimonial av-1nhoy6x1-27962d3f76163d39ea6f3aec00339c73 avia-testimonial-row-1 flex_column no_margin av_one_half'><div class='avia-testimonial_inner'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia-testimonial-content '><div class='avia-testimonial-markup-entry-content'  itemprop=\"text\" ><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2108\" src=\"https:\/\/acumeninsurancesolutions.com\/wp-content\/uploads\/2022\/07\/fivestars.png\" alt=\"\" width=\"112\" height=\"20\" \/><\/p>\n<blockquote>\n<p>&#8220;The plan also provides our key people with a safe, simple, and more tax efficient result.&#8221;<\/p>\n<\/blockquote>\n<p>&#8220;From my perspective, it is critical that a Supplemental Executive Retirement Plan (SERP) work well for both out people and the credit union itself. The program Gateway Services introduced us to that Scot Hinkle, JD, CFP and his team designed first and foremost increased our yield on a significant portion of cash and equivalents by 4% while maintaining the safety and liquidity. The plan also provides our key people with a safe, simple, and more tax efficient result. Compared to other popular programs marketed to credit unions, ours is incredibly flexible and requires 35% less capital to achieve the desired retirement benefit for each executive.&#8221;<\/p>\n<\/div><\/div><div class=\"avia-testimonial-meta\"><div class=\"avia-testimonial-arrow-wrap\"><div class=\"avia-arrow\"><\/div><\/div><div class='avia-testimonial-meta-mini'  itemprop=\"author\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/Person\" ><strong  class='avia-testimonial-name'  itemprop=\"name\" >Doug Ferraro<\/strong><span  class='avia-testimonial-subtitle av_opacity_variation'  itemprop=\"jobTitle\" >CEO, Bellco Credit Union<\/span><\/div><\/div><\/div><\/div>\n<\/section><div class='avia-slideshow-arrows avia-slideshow-controls' ><a href='#prev' class='prev-slide ' aria-hidden='true' data-av_icon='\ue87c' data-av_iconfont='entypo-fontello'  tabindex='-1'>Previous<\/a><a href='#next' class='next-slide ' aria-hidden='true' data-av_icon='\ue87d' data-av_iconfont='entypo-fontello'  tabindex='-1'>Next<\/a><\/div><\/div>\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='after_section_4'  class='main_color av_default_container_wrap container_wrap sidebar_right'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-988869'><div class='entry-content-wrapper clearfix'><\/p>\n<div  class='avia-logo-element-container av-1inq7ikl-b65cfba617cbb15d53432f8ea8c4627e av-border-deactivate avia-logo-grid avia-content-slider avia-smallarrow-slider avia-content-grid-active noHover avia-content-slider-even  avia-builder-el-17  el_after_av_section  el_before_av_one_half  avia-builder-el-first  avia-content-slider1' ><div class='avia-smallarrow-slider-heading  no-logo-slider-heading '><div class='new-special-heading'>&nbsp;<\/div><\/div><div class=\"avia-content-slider-inner\"><div class=\"slide-entry-wrap\"><div  class='slide-entry av-1dgtafk5-094dc9e763e5381705af54c6b2057d40 flex_column no_margin av_one_sixth real-thumbnail post-entry slide-entry-overview slide-loop-1 slide-parity-odd  first'><img decoding=\"async\" fetchpriority=\"high\" width=\"200\" height=\"100\" src=\"https:\/\/acumeninsurancesolutions.com\/wp-content\/uploads\/2022\/07\/SD-Air-and-Space-Museum.jpeg\" class=\"wp-image-2102 avia-img-lazy-loading-not-2102 attachment-no scaling size-no scaling\" alt=\"San Diego Air &amp; 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