The Apex Club, a program reserved exclusively for clients of Summit Financial Partners Inc., aims to create peace of mind in all areas of life through membership programs and benefits.
WOBURN, Mass., March 5, 2020 PRNewswire — Ryan, president of Summit Financial Partners Inc. in Woburn, Massachusetts, today announces the launch of The Apex Club. The Apex Club, reserved exclusively for clients of Summit Financial Partners Inc., goes beyond helping members achieve success financially by building relationships and helping them create peace of mind in all areas of their lives.
Member programs and benefits include Medicare planning, tax support, estate & legacy planning, home & auto insurance, quarterly learning events, personal wellness consulting, a personalized binder, financial aggregation software, and a virtual vault.
“Based on countless conversations, what most couples and individuals in our community seem to want more than anything, whether already retired or planning for retirement, is peace of mind,” said Ryan.”The Apex Club is designed to bring a holistic approach to enhancing our members’ lifestyles, wellness, and retirement security through exclusive programs and benefits.”
Current clients of Summit Financial Partners Inc. are immediately eligible for The Apex Club, and limited benefits are available to friends and family of The Apex Club members.
“Planning for your unique income, insurance and health needs in retirement can be overwhelming when you try to tackle it alone. The Apex Club provides our neighbors with a community and support team, a partnership to take on these challenges together,” said Ryan.