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US Life Benefits Investing

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Our Approach
Let Us Help You
Published Articles
US Life Benefits Investing

US Life Benefits Investing

Raise 360 Models

Risk Appropriate Investment Strategy Evaluation (RAISE)

About Brookstone RAISE Portfolios

4Q2018 RAISE 360 Select Brochure (pdf)	Download
RAISE 360 Product Brief (pdf)	Download

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor.

This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or promote, market, or recommend any tax plan or arrangement. Please note that US Life Benefits and its affiliates are not affiliated with the Social Security Administration or any government agency. Guarantees apply to certain insurance and annuity products (not securities, variable, or investment advisory products), including optional benefits, and are subject to product terms, exclusions, and limitations, the insurer’s claims-paying ability, and the financial strength of the issuing insurance company.

For a complete description of investment risks, fees, and services, review the Brookstone Capital Management firm brochure (ADV Part 2A), which is available from your Investment Advisor Representative or by contacting BCM. Brookstone Capital Management (BCM) and its Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to disclose any conflicts of interests and all associated fees. Additionally, the recently enacted Department of Labor (DOL) Fiduciary Rule imposes a fiduciary duty upon advice given to any retirement account, including qualified insurance annuity products. Please refer to the BCM firm brochure (Form ADV 2A) for additional information regarding the fiduciary standard.

Ethics.net is owned by the National Ethics Association (NEA). NEA is a membership organization. Qualifying criteria for membership include passing a background check. NEA membership requirements include the payment of annual dues, compliance with ethical standards, and passing yearly background checks. The NEA and Ethics.net logo and/or trademarks are property of their respective owners, and no endorsement of Hugh O’Rourke or US Life Benefits is stated or implied. NEA and Ethics.net are not affiliated with US Life Benefits. For the detailed requirements of NEA and Ethics.net, please visit https://www.ethics.net/faq.

Brookstone Capital Management, LLC and US Life Benefits are not affiliated. Insurance and annuities offered through Hugh O’Rourke and Martin Kenfield, CO Insurance License #82569 and #123561.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

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