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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 ...
A Spousal Lifetime Access Trust (SLAT) allows a client to make irrevocable transfers of assets to fund trust-owned life insurance. A Spousal Lifeti...
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...
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 is the process of borrowing money to pay large life insurance premiums. Annual premiums will typically range from ...
Life insurance premium financing enables an owner of a life insurance policy to borrow money to pay premiums. There are several different scenarios...
A properly executed and funded buy-sell agreement with life and disability insurance can provide stabilization and continuity of a closely held bus...
A Split-Dollar Life Insurance plan is a sophisticated strategy that can help with the payment of life insurance premiums. A life insurance policy...
In the world of life insurance – term life insurance is the easiest to understand and it is the type of coverage most people need. Term life...