For Professional Partners
A coordinating partner for the CPAs and attorneys you trust.
When your client needs the whole picture coordinated — not another product pushed — we're the person you can hand them to, and be glad you did.
WHAT WE DO
Sit at the head of the table and coordinate the whole plan
Bring insurance and annuity solutions where they genuinely serve the plan
Keep you in the loop and route the work that belongs to you back to you
Give your client one person accountable for the whole picture
WHAT WE'LL NEVER DO
Try to replace you or poach the relationship
Lead with a product instead of the plan
Make a move on your client's tax or legal work without you
Overpromise a return or a guarantee to win the introduction
How a referral runs
Simple, transparent, and always back to you.
01
You introduce
A warm introduction, on your terms. We start with a Steward's Table Session — a no-pressure look at your client's whole picture.
02
We coordinate
We bring the picture together and loop you in on anything that touches your work. Nothing tax or legal moves without you at the table.
03
You stay central
The relationship stays yours. You get a coordinated client and a partner who makes you look good — not a competitor.
Let's compare notes.
If you have a client who's outgrown a piecemeal plan, let's talk about how a referral would run.
See the whole picture. One coordinated plan, stewarded toward your family and legacy.
The Steward's Table is the practice of Charles "Chuck" DeLadurantey, a licensed life insurance producer offering life insurance and annuity products. Coordination is provided in collaboration with the client's own tax, legal, and investment professionals; it is not investment advisory, legal, or tax advice, and no advisory or asset-management services are offered or implied. Licensed in most U.S. states; not available in New York. TX license #2476270. This website is for general information only and is not an offer or solicitation in any jurisdiction where the producer is not licensed. © 2026 The Steward's Table. All rights reserved.