Tag Archives: TFS Wealth Management

Suspension Lifted on Sales of Carter Validus Mission Critical REIT II and Sierra Income Fund

Dear Friends,

Back on November 16, 2015, in the wake of an ever expanding wave of regulatory scrutiny surrounding American Realty Capital and its founder Nicholas Schorsch, TFS Securities, Inc. decided unilaterally to suspend sales in in Carter Validus Mission Critical REIT II and the Sierra Income Fund.  These products were distributed by SC Distributors, who had been previously acquired by the ARC  / RCS companies.

Since that time, the majority of their original investors and board members of SC Distributors came together , to “repurchase” the firm from RCS.  Since that time, we have watch the operations and transition very carefully, and feel comfortable that things are back to “business as usual” with SC Distributors.

Consequently, effective immediately, TFS Securities, Inc. hereby lifts this previous suspension, and re-establishes our selling agreement for the distribution of these products.  Appropriately licensed advisors can begin to discuss this products, where appropriate, with suitable and qualified investors.

Please be advised that all current forms and paperwork must be utilized in consummating the sale, and no subscriptions will be accepted with paperwork dated before May 9, 2016.

Any questions can be directed to Thomas P. Hyland, President at tphyland@tfsweb.com

 

Respectfully,

 

Thomas P. Hyland
President

TFS WMT LOGO
437 Newman Springs Road
Lincroft, NJ 07738
732-758-9300 Extension 145
800-833-1862 Extension 145
732-576-4501 FAX
TPHyland@tfsweb.com

Visit us on the web at WealthTFS.com

Securities Offered Through TFS Securities, Inc. Member FINRA & SIPC

Investment Advisory Services Offered Through TFS Advisory Services                                               SEC Registered Investment Advisor

Mortgages Offered Through TFS Mortgage Corporation, Inc.
Correspondent Residential Mortgage Lender, NJDOBI

Registered Mortgage Broker, NYS Banking Department

Licensed Mortgage Broker, FL Office of Financial Regulation

Licensed by the Pennsylvania Department of Banking, Loan Correspondent

 

Company NMLS ID 51460; Personal NMLS ID 52474

Insurance Products Offered through TFS Insurance Agency, Inc.

TFS Securities, Inc. does not accept and can not act upon any time sensitive trading instructions through email and/or voice mail messages. This includes but is not limited to transaction orders, fund transfer instructions, etc.

Notice: All email and instant messages (including attachments) sent to or from TFS Securities, Inc. personnel may be retained, monitored and/or reviewed by TFS Securities, Inc. and its agents, or authorized law enforcement personnel, without further notice or consent.

This email and any files transmitted with it are confidential and intended solely for the use of the individual(s) to whom they are addressed. Any and all other distribution or copying of this communication are strictly prohibited. Please notify the sender immediately if this message is received in error.

No binding contract can be established by any e-mail exchange.  All contracts have to be approved by the President.

Advisors:  Click Here to Learn More About TFS!

 

Clients:  Click Here to learn about our exciting new Wealth Management Platform
437 Newman Springs Road
Lincroft, NJ 07738
732-758-9300 Extension 145
800-833-1862 Extension 145
732-576-4501 FAX
TPHyland@tfsweb.com

 

 

 

TFS Insurance Advisor – April 2016 Newsletter

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To download or view the entire newsletter in PDF format, please click on this link or on the pictures above.

If you have questions regarding these products, please contact or our Business Development Specialist, Thomas Hyland Jr.

Thomas P. Hyland, Jr.
Business Development Specialist
(732) 758-9300 x127
THylandJr@TFSweb.com

TFS Insurance Brokerage, Inc.

Insurance Products Offered through TFS Insurance Brokerage, Inc.
Securities Offered Through TFS Securities, Inc. Member FINRA & SIPC
Investment Advisory Services Offered Through TFS Advisory Services
Mortgages Offered Through TFS Mortgage Corporation, Inc.
Find out about us at www.tfsweb.com

TFS Insurance Advisor – March 2016 Newsletter

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To download or view the entire newsletter in PDF format, please click on this link or on the pictures above.

If you have questions regarding these products, please contact or our Business Development Specialist, Thomas Hyland Jr.

Thomas P. Hyland, Jr.
Business Development Specialist
(732) 758-9300 x127
THylandJr@TFSweb.com

TFS Insurance Brokerage, Inc.

Insurance Products Offered through TFS Insurance Brokerage, Inc.
Securities Offered Through TFS Securities, Inc. Member FINRA & SIPC
Investment Advisory Services Offered Through TFS Advisory Services
Mortgages Offered Through TFS Mortgage Corporation, Inc.
Find out about us at www.tfsweb.com

TFS Insurance Advisor – February 2016 Newsletter

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To download or view the entire newsletter in PDF format, please click on this link or on the pictures above.

If you have questions regarding these products, please contact or our Business Development Specialist, Thomas Hyland Jr.

Thomas P. Hyland, Jr.
Business Development Specialist
(732) 758-9300 x127
THylandJr@TFSweb.com

TFS Insurance Brokerage, Inc.

Insurance Products Offered through TFS Insurance Brokerage, Inc.
Securities Offered Through TFS Securities, Inc. Member FINRA & SIPC
Investment Advisory Services Offered Through TFS Advisory Services
Mortgages Offered Through TFS Mortgage Corporation, Inc.
Find out about us at www.tfsweb.com

Retirement Income Planning Using Indexed UL Insurance

VoyaIUL

Click here for the Voya IUL Illustration!

If you have questions regarding these products, please contact the members of our marketing team, Thomas Hyland Jr. and Eric Edwards.

Thomas P. Hyland, Jr.
Business Development Specialist
Phone: (732) 758-9300 x127
Email: THylandJr@TFSweb.com

Eric Edwards
Phone: (732) 758-9300 x125
Email: EEdwards@TFSweb.com

TFS Insurance Brokerage, Inc.

Insurance Products Offered through TFS Insurance Brokerage, Inc.
Securities Offered Through TFS Securities, Inc. Member FINRA & SIPC
Investment Advisory Services Offered Through TFS Advisory Services
Mortgages Offered Through TFS Mortgage Corporation, Inc.

TFS Insurance Advisor – January 2016 Newsletter

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To download or view the entire newsletter in PDF format, please click on this link or on the pictures above.

If you have questions regarding these products, please contact or our Business Development Specialist, Thomas Hyland Jr.

Thomas P. Hyland, Jr.
Business Development Specialist
(732) 758-9300 x127
THylandJr@TFSweb.com

TFS Insurance Brokerage, Inc.

Insurance Products Offered through TFS Insurance Brokerage, Inc.
Securities Offered Through TFS Securities, Inc. Member FINRA & SIPC
Investment Advisory Services Offered Through TFS Advisory Services
Mortgages Offered Through TFS Mortgage Corporation, Inc.
Find out about us at www.tfsweb.com

TFS Insurance Advisor – November 2015 Newsletter

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To download or view the entire newsletter in PDF format, please click on this link or on the pictures above.

If you have questions regarding these products, please contact our Senior Care Specialist, Ted Durante, or our Business Development Specialist, Thomas Hyland Jr.

Ted Durante
Senior Care Specialist
(732) 758-9300 x163
TDurante@TFSweb.com

Thomas P. Hyland, Jr.
Business Development Specialist
(732) 758-9300 x127
THylandJr@TFSweb.com

TFS Insurance Brokerage, Inc.

Insurance Products Offered through TFS Insurance Brokerage, Inc.
Securities Offered Through TFS Securities, Inc. Member FINRA & SIPC
Investment Advisory Services Offered Through TFS Advisory Services
Mortgages Offered Through TFS Mortgage Corporation, Inc.
Find out about us at www.tfsweb.com

The New Generation of Living Benefit Riders

This is Part 2 of our follow up to the Preferred Partners Event this past Thursday, November 12, 2015!  Policies with living benefits allow clients of qualifying policies early access to the death benefits of their life insurance policies during their lives.  When a client needs access to cash as a result chronic, critical, or terminal illnesses, the living benefits that can be included in their life insurance policies can make all the difference in the world.  As a relatively new aspect of life insurance, living benefits were not around for policies written over 5 years ago.  You have the potential to be a hero for your client in their time of need. When reviewing your client’s insurance needs, consider Protective Life’s Custom Choice UL and their accompanying Extend Care Rider.

We have provided some basic details below and provided supporting documentation on the specifics of each of the products here to make life easier for you, because that is what we do!  Take a look at the descriptions below and click on the links to view or download the PDF’s of the supporting product information!

Protective

  • Protective Extend Care Rider
    • Offered on Protective’s Custom Choice UL described below.
    • A minimal cost Chronic Illness Rider offered on the UL products.
    • No rebated death benefits like North American does.
    • Access to 100% of the Death Benefit.
    • The client can specify the monthly benefit and use it as they please.
      • $250 minimum monthly benefit.
      • $9,900 maximum monthly benefit.
      • (No more than 5% of the Death Benefit).
      • 3 or 12 month waiting period.
    • Qualifications.
      • Available for ages 20-80.
      • Death Benefits of $100,000 – $5,000,000
      • Be without 2 of 6 ADL’s for 90 days.
    • Protective Extend Care Rider Facts
    • Protective Extend Care Rider Product Guide
  • Protective Custom Choice UL.
    • A preferred UL product offered by TFS.
    • Utilize the quick “e-ticket” on the TFS website.
    • Run a quote on our website and compare by various available guarantees right there.
    • Quote and submit an application on our website in under 10 minutes.
    • Highly customizable guarantee periods can allow for structuring like a 5 or 10 year term product for older client’s that might otherwise be too old for term.
    • A 61 day Grace Period.
    • Has an available IPO (Income Provider Option) Rider free of charge that can lower the cost of the premium by 5-10% by spreading out the death benefit through multiple payments.
      • This is a great way to help sell the additional cost of the Extend Care Rider.
    • Protective Custom Choice UL Product Guide

Keep your eyes open for the remaining two parts of the follow up to the Preferred Partners Event from Thursday, November 12, 2015, or check out the previous one!  There will be some exciting information on the following topics!

If you have questions regarding these products, please contact our Business Development Specialist, Thomas Hyland Jr.

Thomas P. Hyland, Jr.
Business Development Specialist
(732) 758-9300 x127
THylandJr@TFSweb.com
www.tfsweb.com

TFS Insurance Brokerage, Inc.

Insurance Products Offered through TFS Insurance Brokerage, Inc.
Securities Offered Through TFS Securities, Inc. Member FINRA & SIPC
Investment Advisory Services Offered Through TFS Advisory Services
Mortgages Offered Through TFS Mortgage Corporation, Inc.

The Missing Link For Your Client – Linked Benefit Products

This is Part 1 of our follow up to the Preferred Partners Event this past Thursday, November 12, 2015!  For those who do not know, Linked Benefit Products are a hybrid product, combining the benefits of Life Insurance, Long Term Care, and Annuities.  We want to familiarize you with the premier options that TFS Insurance Brokerage has available for your clients.  We have analyzed the advantages of the three main players in the Linked-Benefit market and provided supporting documentation on the specifics of each of the products here to make life easier for you, because that is what we do!  Take a look at the descriptions below and click on the links to view or download the PDF’s of the supporting product information!

Keep your eyes open for the remaining three parts of the follow up to the Preferred Partners Event from Thursday, November 12, 2015!  There will be some exciting information on the following topics!

  • THE NEW GENERATION OF LIVING BENEFIT RIDERS
  • THE BEGINNING OF FIRST-TO-DIE POLICIES
  • NOT ALL TERM PRODUCTS ARE CREATED EQUAL

If you have questions regarding these products, please contact our Senior Care Specialist, Ted Durante, or our Business Development Specialist, Thomas Hyland Jr.

Ted Durante
Senior Care Specialist
Phone: (732) 758-9300 x163
Email: TDurante@TFSweb.com

Thomas P. Hyland, Jr.
Business Development Specialist
Phone: (732) 758-9300 x127
Email: THylandJr@TFSweb.com

TFS Insurance Brokerage, Inc.

Insurance Products Offered through TFS Insurance Brokerage, Inc.
Securities Offered Through TFS Securities, Inc. Member FINRA & SIPC
Investment Advisory Services Offered Through TFS Advisory Services
Mortgages Offered Through TFS Mortgage Corporation, Inc.

 

TFS Insurance Advisor – October 2015 Newsletter

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To download or view the entire newsletter in PDF format, please click on this link or on the pictures above.

Thomas P. Hyland, Jr.
Business Development Specialist
TFS Insurance Brokerage, Inc.
Direct:          (732) 758-9300 x127
Toll-free:       (800) 833-1862 x127
DirectFax:    (732) 576-4519
Email:          THylandJr@TFSweb.com
Find out about us at www.tfsweb.com