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Todd Robison

President and Founder of Cedar Point Financial Services LLC

Todd Robison is the President and Founder of Cedar Point Financial Services LLC, a financial services company based in Westport, Connecticut.12 He has over 26 years of experience in life insurance planning, specializing in wealth transfer, asset protection, executive benefits, and tax control strategies.4

Robison graduated from the University of Pennsylvania's Wharton School with a BS in Economics in 1988.13 He has been practicing in the financial industry since November 1992 and holds the Chartered Life Underwriter (CLU) designation.3

In addition to his role at Cedar Point Financial Services, Robison is also the owner of SalesSupport360, a position he has held since January 2009.1 His company, Cedar Point Financial Services LLC, focuses on preserving and leveraging clients' businesses and wealth, providing guidance for financial decision-making, and offering solutions for complex financial issues.34

Robison and his team at Cedar Point Financial Services LLC specialize in:

  1. Concierge insurance for individuals and family offices
  2. Business insurance for business owners
  3. Partnerships with advisors and insurance professionals4

As a high-end life, disability, and long-term care insurance broker, Robison works with clients to address their financial needs, whether personal, family-related, or business-oriented.5 His approach involves identifying clients' priorities and tailoring solutions to their specific financial situations.4

Highlights

Sep 3 · linkedin

For foreign nationals seeking substantial life insurance coverage, the U.S. market is a practical choice in that even hundreds of millions of death benefit can be procured cost-effectively. U.S. life insurance carriers typically offer larger death benefits at lower costs compared to other countries’ carriers. This is due to the financial strength of U.S. insurers and favorable pricing from global reinsurers who view the U.S. market as less risky.

The life insurance specialists at Cedar Point Financial LLC encourage foreign national clients with a need for significant life insurance coverage to consult with a team member to determine what options are available.

Read our latest article to learn more.

#lifeinsurance #lifeinsurancepolicy #protectwealth #estateplanning #preservewealth #estatetax #estatevaluation #deathbenefits #internationalinsurance #USlifeinsurance #foreignnationals

Aug 29 · linkedin

The Connelly v. United States Supreme Court decision clarified the valuation of closely held corporation shares for estate tax purposes. By affirming that redemption obligations do not necessarily diminish a corporation's value, the Court has provided valuable guidance for estate planners and advisors navigating the complexities of estate taxation and business succession planning. For companies with existing entity redemption buy-sell arrangements and for those who are considering what direction to take in establishing a new arrangement, help is here.

At Cedar Point Financial Services LLC, we work with clients’ legal, accounting, and other advisory professionals in developing and implementing strategies that optimize their individual and business financial plans. To learn more about the implications of this decision for estate planning and valuation strategies, read our latest article or contact Cedar Point Financial Services LLC.

#lifeinsurance #lifeinsurancepolicy #protectwealth #estateplanning #preservewealth #estatetax #estatevaluation #EntityRedemptionValuations #buysell #businesssuccessions

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Location

New York City Metropolitan Area