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Toll Free (866) 407-4320
Toll Free (866) 407-4320
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The Virtus View is a weekly to bi-weekly e-mail publication that Brian authors in order to keep you updated on the current market situation.
Risk Management
At Virtus Wealth Management, we recognize the importance of planning for uncertainty. As a part of our comprehensive services, we provide consultation regarding:
- Life Insurance
- Long Term Care Insurance
- Key Employee Insurance
- Buy Sell Agreements
- Health Insurance
- Rabbi Trusts
- COLI Insurance
- Split-Dollar Insurance
- Section 303 Redemptions
Karen Spence leads the Risk Management department for Virtus Wealth Management. She works with more than 30 different insurance companies researching the most effective and low-cost solutions to your risk management goals. As an independent firm we are not obligated to use in-house sources for our solutions. Thus, the ability to compare 30 different company solutions helps ensure that they compete for your business.
CONTACT US: 2435 E. Southlake Blvd • Suite 120, Southlake, TX 76092 • (817) 717-3812
Toll Free (866) 407-4320 • Fax (817) 416-6585 • BTillotson@VirtusWealth.com
Toll Free (866) 407-4320 • Fax (817) 416-6585 • BTillotson@VirtusWealth.com
Securities & Advisory services offered through VSR Financial Services, Inc., a Registered Investment
Adviser and Member FINRA & SIPC. Virtus Wealth Management is independent of VSR.
Adviser and Member FINRA & SIPC. Virtus Wealth Management is independent of VSR.
