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Our relationship with dozens of insurance companies ensures our clients have access to the most cost-effective and appropriate products to meet their current and future planning goals.
Explore Client Success Stories. We help our clients navigate the complexities of life insurance while achieving superior results.
Permanent life insurance policies can change over time impacting overall policy performance. Completing a regular policy “check-up” can help mitigate unanticipated surprises.
Owning life insurance in an Irrevocable Life Insurance Trust can help high-net-worth families create liquidity to assist with transferring large estates income and estate tax-free.
Life Insurance Premium Financing helps high net worth families secure large life insurance policies. Life Insurance Premium Financing helps high net worth families secure large life insurance policies.
FEATURED BLOG POSTS
Have you ever heard of Section 7702 Plan? I hadn’t either until a few weeks ago. That’s when a colleague of mine reached out and asked me this ...
Mike (Age 59) and Carol (Age 57) have an $18 million estate. They both recognize that under current laws their estate would not be taxable today. T...
A Split-Dollar Life Insurance plan is a sophisticated strategy that can help with the payment of life insurance premiums. A life insurance policy...
There are several reasons a business may want to transfer ownership of a corporate-owned life insurance policy to an individual. Perhaps a business...
Life insurance policies can be very simple or extremely complex given the circumstances. Much of this is a function of the type of policy and how i...
Premium financing life insurance is the process of borrowing money to pay large life insurance premiums. Annual premiums will typically range from ...
A life insurance policy review is an important process that will help you understand your current coverage and make sure it still meets your needs....
Life insurance owned by an irrevocable life insurance trust (ILIT) can be the easiest and most efficient way to pay estate taxes. If you want to re...
A high-net-worth family was working with their estate planning attorney to reduce estate taxes and minimize gift taxes. The couple’s $160 million...