Maine Center for Wealth Management, LLC, ("MCWM") is licensed in Maine as a producer business entity resident, license AGR185030.

 

Craig A. Stevens is licensed in Maine as a producer resident with life and health authority, license PRR183136.

 

Insurance services offered by MCWM and Craig A. Stevens are separate from the advisory services offered by MCWM and Craig A. Stevens.  MCWM and Craig A. Stevens are compensated on a commission basis for insurance business and on a per transaction basis in a manner that is separate from any advisory services MCWM or Craig A. Stevens may offer the Client.  Accordingly, any insurance commissions paid to MCWM or Craig A. Stevens are separate and above any advisory fees paid by the Client to MCWM.

 

MCWM and its licensed producers pledge always to act as their clients' fiduciary when providing insurance services.  A "fiduciary" always acts and makes recommendations that are in their clients' best interest.

 

MCWM can assist clients with their life insurance, long-term care insurance and annuity needs.

 

LIFE INSURANCE AND ANNUITY REVIEWS:  Are you thinking about purchasing life insurance or an annuity?  Would you like to better understand your options and better understand how these insurance and annuity products work?

 

Do you presently have either life insurance or an annuity and you are not sure how these policies work?

 

Please contact us to set up a time to review these issues with you.