The Jeffrey M. Verdon Law Group Forms Alliance with United Capital Financial Advisors - Insurance News | InsuranceNewsNet

InsuranceNewsNet — Your Industry. One Source.™

Sign in
  • Subscribe
  • About
  • Advertise
  • Contact
Home Now reading Newswires
Topics
    • Advisor News
    • Annuity Index
    • Annuity News
    • Companies
    • Earnings
    • Fiduciary
    • From the Field: Expert Insights
    • Health/Employee Benefits
    • Insurance & Financial Fraud
    • INN Magazine
    • Insiders Only
    • Life Insurance News
    • Newswires
    • Property and Casualty
    • Regulation News
    • Sponsored Articles
    • Washington Wire
    • Videos
    • ———
    • About
    • Meet our Editorial Staff
    • Advertise
    • Contact
    • Newsletters
  • Exclusives
  • NewsWires
  • Magazine
  • Newsletters
Sign in or register to be an INNsider.
  • AdvisorNews
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Exclusives
  • INN Magazine
  • Insurtech
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Video
  • Washington Wire
  • Life Insurance
  • Annuities
  • Advisor
  • Health/Benefits
  • Property & Casualty
  • Insurtech
  • About
  • Advertise
  • Contact
  • Editorial Staff

Get Social

  • Facebook
  • X
  • LinkedIn
Newswires
Newswires RSS Get our newsletter
Order Prints
June 26, 2019 Newswires
Share
Share
Post
Email

The Jeffrey M. Verdon Law Group Forms Alliance with United Capital Financial Advisors

PR Newswire

NEWPORT BEACH, Calif., June 26, 2019 /PRNewswire/ -- Jeffrey Verdon, managing partner of the Jeffrey M. Verdon Law Group, LLP, a Newport Beach and Silicon Valley, California boutique Trust & Estate law firm has been selected to be a partner with United Capital's FinLife 360 financial services group. The law firm will be providing advanced estate planning and asset protection to United Capital's clients.

United Capital is a firm whose financial advisors focus on helping clients gain clarity, confidence and control over the course of their entire financial life. United Capital's singular goal is to guide and support its clients to "live richly." 

Joe Duran, the founder and CEO of United Capital, whose vision built the firm by combining personalized service with state of the art technology, is the guiding force behind selecting the talented team responsible for United Capital's great success. Duran founded United Capital in 2005, and it quickly became one of the more unique financial planning retail-facing RIAs (Registered Investment Advisers) in the country with over $24B of assets under management.

According to Verdon, "Our law firm's highly skilled tax, estate planning and asset protection lawyers and staff look forward to working closely with United Capital's advisors and their clients to further  the company's mission of helping its clients preserve and protect their legacies."

Jeffrey M. Verdon Law Group, LLP has locations in Newport Beach and Silicon Valley and provides integrated estate, income tax and asset protection planning to affluent families and successful business owners with estates over $10M. With over 30 years of experience in the area of comprehensive estate planning with effective asset protection planning to protect and preserve the family's legacy from unforeseen financially ruinous lawsuits and other third-party claims.

Contact:           Jeffrey M. Verdon, Jeffrey M. Verdon Law Group
                        [email protected] 949-333-8152
                        www.jmvlaw.com

 

Cision View original content:http://www.prnewswire.com/news-releases/the-jeffrey-m-verdon-law-group-forms-alliance-with-united-capital-financial-advisors-300875132.html

SOURCE Jeffrey M. Verdon Law Group, LLP

Older

Philadelphia Energy Solutions plans to close refinery that caught fire, report says

Newer

New Berkshire Hathaway Specialty Insurance Ad Campaign Points to Critical Industry Paradigm: CLAIMS IS OUR PRODUCT.℠

Advisor News

  • Pay or Die: The scare tactics behind LA County’s Measure ER tax increase
  • How to listen to what your client isn’t saying
  • Strong underwriting: what it means for insurers and advisors
  • Retirement is increasingly defined by a secure income stream
  • Addressing the ‘menopause tax:’ A guide for advisors with female clients
More Advisor News

Annuity News

  • MassMutual turns 175, Marking Generations of Delivering on its Commitments
  • ALIRT Insurance Research: U.S. Life Insurance Industry In Transition
  • My Annuity Store Launches a Free AI Annuity Research Assistant Trained on 146 Carrier Brochures and Live Annuity Rates
  • Ameritas settles with Navy vet in lawsuit over disputed annuity sale
  • NAIC annuity guidance updates divide insurance and advisory groups
More Annuity News

Health/Employee Benefits News

  • GLP-1 Drug Costs Cited as Heights Schools Hike Taxes and Cut Staff
  • Pay or Die: The scare tactics behind LA County’s Measure ER tax increase
  • Column: N.C.’s Medicaid ‘compromise’ comes at a cruel cost
  • Idaho farmers can band together to buy cheaper health insurance through Farm Bureau deal
  • HHS NOTICE OF BENEFIT AND PAYMENT PARAMETERS FOR 2027 FINAL RULE
More Health/Employee Benefits News

Life Insurance News

  • 2025 Insurance Abstracts
  • AM Best Affirms Credit Ratings of Berkshire Hathaway Life Insurance Company of Nebraska and First Berkshire Hathaway Life Insurance Company
  • Generational expectations: A challenge for the industry
  • Greg Lindberg asks NC judge for no jail time in bribery, fraud cases
  • National Life Group Names Brenda Betts to Its Board of Directors
More Life Insurance News

- Presented By -

NEWS INSIDE

  • Companies
  • Earnings
  • Economic News
  • INN Magazine
  • Insurtech News
  • Newswires Feed
  • Regulation News
  • Washington Wire
  • Videos

FEATURED OFFERS

Why Blend in When You Can Make a Splash?
Pacific Life’s registered index-linked annuity offers what many love about RILAs—plus more!

Life moves fast. Your BGA should, too.
Stay ahead with Modern Life's AI-powered tech and expert support.

Bring a Real FIA Case. Leave Ready to Close.
A practical working session for agents who want a clearer, repeatable sales process.

Discipline Over Headline Rates
Discover a disciplined strategy built for consistency, transparency, and long-term value.

Inside the Evolution of Index-Linked Investing
Hear from top issuers and allocators driving growth in index-linked solutions.

Press Releases

  • JP Insurance Group Launches Commercial Property & Casualty Division; Appoints Joe Webster as Managing Director
  • Sequent Planning Recognized on USA TODAY’s Best Financial Advisory Firms 2026 List
  • Highland Capital Brokerage Acquires Premier Financial, Inc.
  • ePIC Services Company Joins wealth.com on Featured Panel at PEAK Brokerage Services’ SPARK! Event, Signaling a Shift in How Advisors Deliver Estate and Legacy Planning
  • Hexure Offers Real-Time Case Status Visibility and Enhanced Post-Issue Servicing in FireLight Through Expanded DTCC Partnership
More Press Releases > Add Your Press Release >

How to Write For InsuranceNewsNet

Find out how you can submit content for publishing on our website.
View Guidelines

Topics

  • Advisor News
  • Annuity Index
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • From the Field: Expert Insights
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Magazine
  • Insiders Only
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Washington Wire
  • Videos
  • ———
  • About
  • Meet our Editorial Staff
  • Advertise
  • Contact
  • Newsletters

Top Sections

  • AdvisorNews
  • Annuity News
  • Health/Employee Benefits News
  • InsuranceNewsNet Magazine
  • Life Insurance News
  • Property and Casualty News
  • Washington Wire

Our Company

  • About
  • Advertise
  • Contact
  • Meet our Editorial Staff
  • Magazine Subscription
  • Write for INN

Sign up for our FREE e-Newsletter!

Get breaking news, exclusive stories, and money- making insights straight into your inbox.

select Newsletter Options
Facebook Linkedin Twitter
© 2026 InsuranceNewsNet.com, Inc. All rights reserved.
  • Terms & Conditions
  • Privacy Policy
  • InsuranceNewsNet Magazine

Sign in with your Insider Pro Account

Not registered? Become an Insider Pro.
Insurance News | InsuranceNewsNet