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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.
MCo. Case Studies
Explore Client Success Stories. We help our clients navigate the complexities of life insurance while achieving superior results.
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Life Insurance Policy Review
Life Insurance Premium Financing helps high net worth families secure large life insurance policies.
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Life Insurance Premium Financing
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.
Trust Owned Life Insurance
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.
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FEATURED BLOG POSTS
Life Settlement vs. Surrendering Your Life Insurance Policy
A life settlement is a transaction where an existing life insurance policy is sold to a third party for fair market value. While some people may gr...
7 Advantages of Term Life Insurance for Family Protection
Term life insurance is the easiest and most affordable way to protect against the financial loss of a parent. Although term life insurance may not ...
2018 Whole Life Insurance Dividend Rate Annoucements
It is that time of year when insurance companies announce their 2018 whole life insurance dividend rate and payout for the upcoming year. This year...
[CASE STUDY] How A Restricted Property Trust Reduced Our Client’s Tax Rate From XX.X% to YY.Y%
A Restricted Property Trust provides business owners and/or key executives with tax-favored, long-term cash accumulation and income distribution. A...
Premium Financing Life Insurance
Premium financing life insurance is the process of borrowing money to pay large life insurance premiums. Annual premiums will typically range from ...
The Importance of Life Insurance Policy Reviews
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....
Advanced Planning: Leveraging Sales to a Defective Trust Using Life Insurance
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...
The Problem With Some Life Insurance Carriers…
Advising individuals, families, and business owners on their existing permanent life insurance coverage continues to be challenging. In fact, I jus...
Why You Should Consider Life Insurance with Long-Term Care, and What You Need to Know About It…
Life insurance with long-term care is a unique product for people interested in reducing their financial exposure to long-term care services. Long-...