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ENHANCED RESOURCES
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Your Portfolio
Cloud-based technology to view your portfolio at a glance
We are always available to speak on the phone or meet with you about any questions you may have. In addition, Versant sets you up with innovative, cloud-based technology that provides you with anywhere and anytime access to your portfolio. It’s intuitive and easy to navigate. You will be especially excited about the easy access to lightning-fast and innovative technology, with quick access to customized reports that provide a clear and concise summary of your accounts, without having to weed through pages of extraneous data and analytics.
You’ll be able see how your funds are allocated and performing, on-the-go from your computer, tablet or mobile device. If you’re a client and want to learn more about using Versant’s cloud-based portfolio view, let us know and we’ll get you started.[/vc_column_text][mk_button style=”radius” corner_style=”full_rounded” size=”small” bg_color=”#444444″ txt_color=”#dddddd” underline_color=”#dddddd” outline_skin=”#444444″ outline_hover_skin=”#ffffff” outline_border_width=”2″ nudge_skin=”#444444″ url=”#” target=”_self” align=”left” margin_bottom=”15″]YOUR PORTFOLIO[/mk_button][mk_padding_divider size=”50″][vc_column_text responsive_align=”center”]
Group Umbrella Liability
Securing your success
The more you achieve and acquire, the more you can benefit from umbrella liability protection. Versant has partnered with a global leader in insurance brokering and risk management, to help you succeed by designing and delivering innovative solutions that effectively manage risk.
Settlements from large lawsuits can exceed the liability limits of your home and auto policies. Unfortunately, this could result in losing your home, savings, and investments. Our umbrella liability program can help you to better protect these assets with superior coverage designed to specifically address the needs and risks of successful families and individuals.[/vc_column_text][mk_padding_divider size=”50″][/vc_column][vc_column width=”1/2″][vc_column_text responsive_align=”left”]
Healthcare Directive Storage
Immediate Access to Healthcare Directives & Emergency Medical Information
Versant has partnered with DocuBank, a service that provides medical professionals with instant access to your important medical information and documents so that your medical wishes are known and respected when it counts. In addition to medical directives (such as heath care power of attorney), DocuBank stores your emergency contact information, primary physicians, medication list, medical conditions, and allergies. DocuBank has staff on call 24/7 to get your documents to a hospital in case of an emergency.
Versant clients receive a discounted DocuBank membership. Click below to sign up, or to access or update your account.[/vc_column_text][mk_button style=”radius” corner_style=”full_rounded” size=”small” bg_color=”#444444″ txt_color=”#dddddd” underline_color=”#dddddd” outline_skin=”#444444″ outline_hover_skin=”#ffffff” outline_border_width=”2″ nudge_skin=”#444444″ url=”https://www.docubank.com” target=”_self” align=”left” margin_bottom=”15″]DocuBank[/mk_button][/vc_column][/mk_page_section][vc_row][vc_column width=”1/1″][/vc_column][/vc_row]