Focus: Insurance Strategies, Investment Strategies
Owen Wade has over 50 years of experience in the financial service industry. Though his original focus was in the life insurance industry, he has expanded his areas of expertise through continued education over the years. He acquired new designations as a Chartered Financial Consultant (ChFC®) and a Certified Life Underwriter (CLU®). He has been involved for a number of years with Advanced Underwriting. Owen actively assists business owners in developing business-continuation and key-person programs. He additionally works with clients in maximizing retirement dollars.
Prior to joining WestPoint Financial Group as an individual practice, Owen was a home office employee of the insurance company. There, he worked with agents’ clients and their attorneys, dealing with estate planning situations. Following his return to individual practice, he achieved recognition from the National Association of Estate Planning councels as Accredited Estate Planner (AEP).
Owen is and has been deeply involved in his community. He was formerly the President of the Fort Wayne Estate Planning Council and his local CLU chapter. He was also instrumental in the establishment of the Family Business Center at the former St Francis College. He remains active in community organizations like Shriners International and Kiwanis.
Owen Wade is a registered representative of and offers securities & investment advisory services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory office 900 East 96th Street, Suite 300 Indianapolis, IN 46240 Phone (317)469-9999. WestPoint Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
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6714 Pointe Inverness Way Suite 210
Fort Wayne, IN 46804