POInt Partners
Insurance Planning, Guided by Specialists. Coordinated With Your Advisor.
Your financial advisor introduced you to POInT Partners because insurance planning deserves dedicated expertise and careful attention.
We work alongside your advisor to help you make informed decisions regarding life insurance, long-term care planning, disability protection, and legacy planning.
Together, we ensure this important part of your financial strategy is thoughtfully designed, carefully implemented, and continuously supported throughout your life.
Why POInT Partners Exists
Insurance Planning Is Too Important to Leave to Chance
Financial planning today is more sophisticated than ever. While your advisor oversees your overall financial strategy, insurance planning often involves specialized knowledge, underwriting expertise, and long-term coordination.
That’s where we come in.
POInT Partners was created to provide dedicated insurance planning support to clients who require thoughtful guidance and personalized solutions. By working closely with your advisor, we help ensure every recommendation fits within your broader financial goals and family priorities.
Working Alongside Your Advisor
A Team-Based Approach Designed Around You
Your advisor remains your primary relationship and trusted financial guide.
Our role is to provide specialized insurance expertise and support while collaborating closely with your advisor throughout the planning process.
Together, we bring different strengths to the table—creating a coordinated experience that’s designed to make complex decisions simpler and more effective.
What You Can Expect
A collaborative planning experience
Open communication among all professionals involved
Recommendations aligned with your overall financial goals
A clear process from strategy through implementation
A Structured Process.
A Personal Experience.
Insurance planning should never feel rushed or confusing.
Our process is designed to help you understand your options, make informed decisions, and feel confident at every step.
Step 1: Discovery
We learn about your goals, concerns, family situation, and financial priorities.
Step 2: Analysis
We review your existing coverage and evaluate potential planning opportunities.
Step 3: Strategy Development
We work with your advisor to identify solutions that align with your broader financial plan.
Step 4: Implementation
We coordinate underwriting, carrier selection, and policy placement while managing the details on your behalf.
Step 5: Ongoing Support
As your life changes, we continue reviewing and monitoring your strategy to help ensure it remains aligned with your
needs.
A Level of Support Matched To Your Needs
Experienced Professionals. Personal Guidance.
Insurance planning is ultimately about protecting the people and goals that matter most.
Our team combines decades of experience helping families, business owners, and high-net-worth individuals navigate life insurance, long-term care planning, disability protection, and legacy strategies.
Meet the Team
Every client’s situation is different. Some clients need comprehensive design and implementation. Others simply want an independent second opinion or assistance evaluating options. Our role is to provide the level of support that best serves your needs while working collaboratively with your advisor and other professionals involved in your planning.
Together, we are committed to providing thoughtful guidance, clear communication, and a planning experience centered around your best interests.
Brian Parmelee
Greg Wachter
Matthew Teel, CFP, CLU
Founder & Managing Principal
Matthew Teel
Founder & Managing Principal
mteel@riskassoc.com
203.513.6088
Matthew Teel has helped many multi-faceted financial professionals serve their clients with often-complex life, disability, and long-term care insurance plan design. Matt’s career has evolved from his roots as an intern at a major wirehouse to running his own financial advisory practice to becoming the go-to person for insurance solutions.
Matt’s expertise and ability to establish lasting advisor relationships made him the ideal professional to lead Risk & Insurance Associates, a platform created to serve independent insurance brokers, career agents, and other financial institutions. Through Risk & Insurance Associates, clients and their financial professionals receive objective guidance on insurance solutions, as well as access to a full menu of products, all complemented by concierge service (riskassoc.com).
Matt operates on an open architecture platform and philosophy, instilling confidence in the client that he or she is receiving objective and unbiased insurance planning advice that creates value. He understands that life insurance is a crucial planning tool, most notably in the areas of income replacement, estate planning, business succession planning, and retirement and executive benefits.
He is well-versed in both basic and advanced business and estate planning concepts and is effective at taking complex topics and making them understandable to both advisors and their clients. As a result, he is a sought-after speaker at conferences and seminars, delivering main stage presentations on a wide variety of business development concepts. He also does small group and individual consultations on advanced insurance strategies.
A graduate of the University of Connecticut with a degree in business and technology, Matt is committed to life-long learning. He has earned his CERTIFIED FINANCIAL PLANNER™ designation, the recognized standard of excellence for competent and ethical personal financial planning, and holds the Chartered Life Underwriter® designation, the professional credential for persons involved in the protection, accumulation, preservation, and distribution of the economic value of human life.
Matt is an active member in many industry associations, including the Society of Financial Service Professionals, Financial Planning Association, and the Association for Advanced Life Underwriting. He also belongs to the prestigious International Mensa organization.
Discover our difference. Take the first step and schedule a meeting.
