Weir Financial » Insurance Services

Weir Supplement

Form ADV Part 2a

Option A) Fee only Insurance and Annuity Consultation

We provide a Fiduciary approach to advise our clients in the following areas:

Valuation of life insurance and annuities.
Review life settlement and annuity settlement offers.
Valuation of life insurance trusts.
Review Long Term Care Insurance Insurance.
Assist in obtaining new insurance and annuities.
Compensation fully disclosed.

Option B) Industry Approach (Commission Approach)

Same services as above, and in addition Scott Weir can offer to sell the insurance or annuity.

Types of insurance provided are:

Life Insurance …
Disability Insurance …
Long Term Care Insurance …
Annuities: Can provide the insured guaranteed interest rates along with guaranteed income.

List of potential insurance carriers we see in the market place that may be suitable for our clients. (This is a partial list)

Allianz, American General, AXA, Banner, Columbus Life, GenAmerica / Met Life, Genworth, ING, Jackson National, John Hancock, Lincoln Benefit, Lincoln Financial Group, Met Life, Mutual of Omaha, New York Life, Pacific Life, Penn Mutual, Principal Life, Prudential Financial, Sun Life of Canada, Sun America, The Hartford, Transamerican Life, West Coast Life. Scott Weir may not be appointed with all carriers listed.

Stocks, mutual funds, exchange-trade funds, and variable products are not suitable for all investors. Before making any purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other information about the investment company. In addition to carefully reviewing the prospectus you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by contacting Weir Financial or directly from the mutual fund, insurance company, or offering entity.

This site has been published in the United States for residents of the United States. The entire site has been prepared solely for informational purposes, and it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Weir Financial and any of its employees or representatives acting as an agent, may transact business in a particular state only if first registered, excluded or exempted from registration requirements either individually or as a firm. Weir Financial CEO and President are Registered Representatives of First Heartland Capital, Inc., a registered broker/dealer based in Lake Saint Louis, Missouri. Weir Financial is not affiliated in any way with First Heartland Capital, Inc.