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Parsonex Capital Management, Inc.℠
Colorado-based financial services company.Website: http://www.parsonex.com
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About Parsonex
Parsonex is a financial services company which operates in the United States. It works through a network of independent financial consultants, all of whom are required to be properly licensed and appointed according to their state’s laws.
The company has a three-pronged strategy for helping its clients:
- A protective shield on income until retirement
- A systematic accumulation of assets
- Protection of lifetime income during retirement
This is the basic model which the financial consultants follow when dealing with clients. All clients start with a Client Needs Analysis (CNA), a customized and complimentary planning tool.
In January 2010 Parsonex went into partnership with Heritage Union Life Insurance Company.
Parsonex Services
Parsonex offers clients mutual funds, variable annuities and 529 plans. Its partnership with Heritage Union Life Insurance Company introduced the SalaryShield, a policy designed to protect a family’s income of up to $200,000. Should the policy owner die, a check is sent to insured families each month until the age of retirement.
Heratage Living Trust helps senior citizens to plan their estate. The company claims that they have educated more people about living trusts than any other firm in the United States.
Parsonex also offers a mortgage finder service, using a team of experienced mortgage professionals to find the best mortgage for clients.
Finally, the company offers life insurance.
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Parsonex Top Contributors
| Member | Points | |
|---|---|---|
 | Company Admin | 1,525 |
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Parsonex Headquarters: Aurora, Colorado
United States
Parsonex Last Updated: Jul 4, 2010, 4:59pm